Filed January 20, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $25,000 |
THE VANGUARD GROUP, INC.7 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $12,114 |
QRPS, INC.3 years Service code 15 PO BOX 99163 · RALEIGH, NC 276249163 | Recordkeeping | $3,475 |
ASCENSUS LLC6 years Filed as: ASCENSUS Service code 18 · EIN 11-3665754 | Custodial (other than securities) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,643 | $65,061+39.3% | $143,757-36.9% | $66,914+35.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.61% | -11.14%-5.5pp | -0.04%-16.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $5,632 | $2,361+138.6% | $4,951+13.8% | $2,544+121.4% |
| Participant deferral / active EE | $4,032 | $2,919+38.1% | $5,637-28.5% | $4,237-4.8% |
| Admin fee / account holder | $136 | $502-72.9% | $14,673-99.1% | $593-77.1% |