Filed July 1, 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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $174,665 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP CONSULTING, LLC Service code 16 · EIN 27-2037969 | Consulting | $54,553 |
FRAZIER & DEETER, LLC5 years Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 | Accounting | $13,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,472 | $112,623-23.2% | $106,201-18.6% | $199,768-56.7% |
| Participation rate | 97.1% | 86.2%+10.8pp | 75.3%+21.8pp | 72.0%+25.0pp |
| Annual return | 13.95% | 15.57%-1.6pp | 116.26%-102.3pp | 34.26%-20.3pp |
| Employer contribution / active EE | $3,001 | $4,575-34.4% | $3,170-5.3% | $3,037-1.2% |
| Participant deferral / active EE | $5,745 | $6,659-13.7% | $5,012+14.6% | $5,090+12.9% |
| Admin fee / account holder | $92 | $107-13.8% | $11,039-99.2% | $269-65.7% |