Filed April 21, 2015
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 | $70,926 |
Filed as: MORGAN STANLEY SEAPORT GROUP Service code 27 760 SW 9TH AVE · PORTLAND, OR 97205 | Advisory (Plan) | $49,340 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $16,200 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,280 | $93,131-20.2% | $106,548-30.3% | $86,799-14.4% |
| Participation rate | 95.6% | 81.4%+14.2pp | 76.1%+19.5pp | 72.3%+23.3pp |
| Annual return | 10.00% | 19.45%-9.5pp | 26.80%-16.8pp | 97.91%-87.9pp |
| Employer contribution / active EE | $2,421 | $2,895-16.4% | $2,819-14.1% | $2,405+0.6% |
| Participant deferral / active EE | $4,969 | $4,708+5.5% | $4,398+13.0% | $4,131+20.3% |
| Admin fee / account holder | $231 | $145+59.4% | $7,407-96.9% | $170+36.4% |