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 |
|---|---|---|
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER & DEETER,LLC Service code 10 · EIN 58-1433845 | Accounting | $13,500 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,416 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,702 | $79,171-44.8% | $102,423-57.3% | $74,495-41.3% |
| Participation rate | 99.2% | 74.8%+24.4pp | 76.5%+22.7pp | 67.2%+32.0pp |
| Annual return | 14.08% | 54.93%-40.9pp | 29.32%-15.2pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,839 | $2,362-22.2% | $3,023-39.2% | $2,623-29.9% |
| Participant deferral / active EE | $2,275 | $4,415-48.5% | $5,053-55.0% | $4,346-47.6% |
| Admin fee / account holder | $162 | $2,001-91.9% | $9,451-98.3% | $1,942-91.7% |