Filed May 29, 2008 (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 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $263,410 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 16 · EIN 36-3109431 | Consulting | $115,000 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS P.C Service code 16 · EIN 46-3862389 | Consulting | $27,043 |
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316 | Accounting | $19,400 |
Form 5500 reported that benefits due were not provided when due.
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 | $133,839 | $117,238+14.2% | $87,100+53.7% | $82,204+62.8% |
| Participation rate | 79.5% | 87.2%-7.7pp | 76.9%+2.7pp | 73.4%+6.1pp |
| Annual return | 23.45% | 25.80%-2.4pp | 28.19%-4.7pp | 26.31%-2.9pp |
| Employer contribution / active EE | $3,354 | $3,535-5.1% | $2,521+33.0% | $2,707+23.9% |
| Participant deferral / active EE | $7,314 | $5,976+22.4% | $4,049+80.7% | $4,246+72.3% |
| Admin fee / account holder | $198 | $81+144.0% | $7,497-97.4% | $76+162.4% |