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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,846,272 |
ALSTON & BIRD LLP1 year Service code 29 · EIN 58-0137615 | Legal | $96,578 |
LCG ASSOCIATES, INC.6+ years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $88,000 |
MERCER4 years Service code 11 · EIN 13-2834414 | Actuarial | $71,500 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE CONSULTING LLP Service code 16 · EIN 06-1454513 | Consulting | $31,923 |
LBMC, PC2 years Service code 10 · EIN 62-1199757 | Accounting | $21,930 |
Employer contribution per participant 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 | $174,352 | $164,350+6.1% | $95,952+81.7% | $106,222+64.1% |
| Participation rate | 99.1% | 90.5%+8.6pp | 77.1%+22.0pp | 70.8%+28.3pp |
| Annual return | 15.14% | 14.56%+0.6pp | 91.61%-76.5pp | 21.69%-6.6pp |
| Employer contribution / active EE | $908 | $4,292-78.8% | $2,541-64.3% | $2,723-66.7% |
| Participant deferral / active EE | $6,305 | $7,854-19.7% | $4,167+51.3% | $4,600+37.1% |
| Admin fee / account holder | $145 | $65+121.3% | $6,795-97.9% | $78+84.8% |