Filed May 29, 2015 (most recent of 6 filings on file)
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 |
|---|---|---|
PRECEPT ADVISORY GROUP3 years Service code 27 130 THEORY · IRVINE, CA 92617 | Advisory (Plan) | $42,510 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,144 |
TD AMERITRADE, INC.7 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $25 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,189 | $130,194+10.0% | $169,993-15.8% | $71,457+100.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 22.02% | 20.37%+1.7pp | 53.37%-31.4pp | 28.85%-6.8pp |
| Employer contribution / active EE | $4,935 | $4,381+12.6% | $6,785-27.3% | $2,588+90.7% |
| Participant deferral / active EE | $7,521 | $6,923+8.6% | $10,408-27.7% | $4,289+75.4% |
| Admin fee / account holder | $385 | $966-60.2% | $12,815-97.0% | $1,587-75.8% |