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.8 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $17,513 |
QRPS, INC.4 years Service code 15 PO BOX 99163 · RALEIGH, NC 276249163 | Recordkeeping | $3,350 |
ASCENSUS LLC7 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 | $105,531 | $61,272+72.2% | $149,673-29.5% | $71,457+47.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 18.20% | 35.85%-17.7pp | 134.42%-116.2pp | 28.85%-10.7pp |
| Employer contribution / active EE | $6,083 | $2,378+155.8% | $4,818+26.3% | $2,588+135.1% |
| Participant deferral / active EE | $4,332 | $2,917+48.5% | $5,680-23.7% | $4,289+1.0% |
| Admin fee / account holder | $147 | $1,261-88.4% | $13,210-98.9% | $1,587-90.8% |