Filed April 20, 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 |
|---|---|---|
Filed as: FIRST REPUBLICINVESTMENT MANAGEMENT Service code 51 · EIN 22-3623353 111 PINE STREET · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $21,672 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 100 VANGUARD BLVD · MALVERN, PA 19355 | Recordkeeping | $16,177 |
Service code 15 · EIN 56-2375265 19001 CRESCENT SPRINGS DRIVE · KINGWOOD, TX 77339 | Recordkeeping | $2,606 |
Filed as: WILSHIRE ASSOCIATES Service code 16 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Consulting | $3 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,909 | $76,050-37.0% | $96,544-50.4% | $71,457-33.0% |
| Participation rate | 99.0% | 74.4%+24.6pp | 76.0%+23.1pp | 67.9%+31.1pp |
| Annual return | 11.99% | 22.81%-10.8pp | 25.84%-13.9pp | 28.85%-16.9pp |
| Employer contribution / active EE | $38 | $2,244-98.3% | $2,965-98.7% | $2,588-98.5% |
| Participant deferral / active EE | $6,710 | $4,215+59.2% | $4,851+38.3% | $4,289+56.4% |
| Admin fee / account holder | $293 | $2,707-89.2% | $8,252-96.4% | $1,587-81.5% |