Filed April 12, 2018
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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $373,071 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $136,381 | $65,292+108.9% | $80,975+68.4% | $65,292+108.9% |
| Participation rate | 92.2% | 72.4%+19.8pp | 75.8%+16.4pp | 72.4%+19.8pp |
| Annual return | 11.57% | 11.84%-0.3pp | 17.10%-5.5pp | 11.84%-0.3pp |
| Employer contribution / active EE | $3,970 | $2,302+72.5% | $3,714+6.9% | $2,302+72.5% |
| Participant deferral / active EE | $12,198 | $3,579+240.9% | $5,696+114.1% | $3,579+240.9% |
| Admin fee / account holder | $36 | $57-37.8% | $5,516-99.4% | $57-37.8% |