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.9 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $17,148 |
QRPS, INC.5 years Service code 15 PO BOX 99163 · RALEIGH, NC 276249163 | Recordkeeping | $2,450 |
ASCENSUS LLC8 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 | $94,550 | $55,415+70.6% | $155,509-39.2% | $74,495+26.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.31% | 268.50%-253.2pp | 64.67%-49.4pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $6,104 | $2,267+169.2% | $4,672+30.6% | $2,623+132.7% |
| Participant deferral / active EE | $4,345 | $2,836+53.2% | $5,626-22.8% | $4,3460% |
| Admin fee / account holder | $127 | $1,738-92.7% | $15,912-99.2% | $1,942-93.5% |