Filed September 22, 2017
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $89,669 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $23,374 |
ELLIOTT DAVIS, LLC6 years Filed as: ELLIOT GROUP CPAS LLC Service code 10 5960 FAIRVIEW RD · CHARLOTTE, NC 28210 | Accounting | $16,000 |
MERCER1 year Filed as: MERCER CO Service code 50 21875 NETWORK PLACE · CHICAGO, IL 60673 | Direct Payment | $8,968 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,611 | $108,719-20.3% | $101,326-14.5% | $85,563+1.2% |
| Participation rate | 98.7% | 80.9%+17.8pp | 81.5%+17.2pp | 66.0%+32.7pp |
| Annual return | 15.32% | 20.95%-5.6pp | 36.82%-21.5pp | 31.51%-16.2pp |
| Employer contribution / active EE | $2,461 | $3,114-21.0% | $3,665-32.9% | $2,654-7.3% |
| Participant deferral / active EE | $5,230 | $8,545-38.8% | $7,994-34.6% | $4,375+19.5% |
| Admin fee / account holder | $216 | $685-68.5% | $11,185-98.1% | $834-74.1% |