Filed March 9, 2020
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 |
|---|---|---|
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $18,453 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $12,494 |
CLEARBROOK INVESTMENT1+ years Service code 28 · EIN 11-3290218 | Investment Management | $10,000 |
MERCER1+ years Filed as: MERCER CAPITAL Service code 34 · EIN 62-1154641 | Valuation (appraisals, etc.) | $6,600 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,973 | $68,413+119.2% | $123,104+21.8% | $55,191+171.7% |
| Participation rate | 84.0% | 84.5%-0.5pp | 86.8%-2.7pp | 69.2%+14.9pp |
| Annual return | 7.75% | 6.30%+1.5pp | 13.22%-5.5pp | 10.78%-3.0pp |
| Employer contribution / active EE | $2,867 | $3,050-6.0% | $5,151-44.3% | $1,899+51.0% |
| Participant deferral / active EE | $2,869 | $4,490-36.1% | $6,230-53.9% | $3,046-5.8% |
| Admin fee / account holder | $234 | $88+166.4% | $9,015-97.4% | $91+157.7% |