Filed March 17, 2017
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 |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,122 |
KMH LLP5 years Service code 10 · EIN 42-1539623 | Accounting | $13,221 |
Filed as: RAYMOND JAMES Service code 51 · EIN 59-1237041 | Investment Mgmt Fees | $5,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,480 | $77,314+35.1% | $177,989-41.3% | $80,856+29.2% |
| Participation rate | 97.7% | 65.7%+32.0pp | 77.1%+20.6pp | 67.6%+30.1pp |
| Annual return | 12.14% | 18.09%-5.9pp | 294.48%-282.3pp | 35.59%-23.4pp |
| Employer contribution / active EE | $6,369 | $2,292+177.9% | $3,949+61.3% | $2,755+131.2% |
| Participant deferral / active EE | $6,755 | $4,411+53.2% | $6,276+7.6% | $4,296+57.2% |
| Admin fee / account holder | $247 | $7,191-96.6% | $10,363-97.6% | $6,918-96.4% |