Filed February 5, 2010 (most recent of 2 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 9-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 |
|---|---|---|
Service code 29 · EIN 57-0215445 | Legal | $39,455 |
Service code 10 · EIN 06-1648707 | Accounting | $31,033 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 16 · EIN 36-3109431 | Consulting | $6,301 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,224 |
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 | $107,789 | $80,211+34.4% | $74,183+45.3% | $63,975+68.5% |
| Participation rate | 96.4% | 84.2%+12.3pp | 76.6%+19.8pp | 71.1%+25.3pp |
| Annual return | 10.47% | 14.13%-3.7pp | 17.74%-7.3pp | 48.65%-38.2pp |
| Employer contribution / active EE | $4,108 | $2,553+60.9% | $2,370+73.3% | $2,182+88.3% |
| Participant deferral / active EE | $5,635 | $4,370+29.0% | $3,550+58.8% | $3,356+67.9% |
| Admin fee / account holder | $45 | $67-32.6% | $5,586-99.2% | $70-35.7% |