Filed October 13, 2017 (most recent of 2 filings on file)
Total covered: 187 employees
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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,932,605 |
LCG ASSOCIATES, INC.5+ years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $80,000 |
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $71,200 |
LBMC, PC1 year Service code 10 · EIN 62-1199757 | Accounting | $25,800 |
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 | $160,722 | $143,368+12.1% | $87,100+84.5% | $89,569+79.4% |
| Participation rate | 99.1% | 88.2%+10.9pp | 76.9%+22.3pp | 69.6%+29.5pp |
| Annual return | 21.13% | 28.55%-7.4pp | 28.19%-7.1pp | 34.56%-13.4pp |
| Employer contribution / active EE | $5,545 | $4,012+38.2% | $2,521+119.9% | $2,584+114.6% |
| Participant deferral / active EE | $6,679 | $7,129-6.3% | $4,049+65.0% | $4,220+58.3% |
| Admin fee / account holder | $136 | $61+123.9% | $7,497-98.2% | $72+90.1% |