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 | $343,797 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 16 · EIN 36-3109431 | Consulting | $130,410 |
RUBINBROWN LLP5 years Filed as: RUBINBROWN LLC Service code 16 · EIN 43-0765316 | Consulting | $7,000 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS PC Service code 29 · EIN 46-3862389 | Legal | $6,287 |
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 | $152,600 | $124,049+23.0% | $95,952+59.0% | $93,223+63.7% |
| Participation rate | 80.2% | 88.4%-8.2pp | 77.1%+3.1pp | 74.9%+5.3pp |
| Annual return | 19.02% | 22.17%-3.2pp | 91.61%-72.6pp | 19.29%-0.3pp |
| Employer contribution / active EE | $3,691 | $3,478+6.1% | $2,541+45.2% | $2,680+37.7% |
| Participant deferral / active EE | $7,619 | $6,147+24.0% | $4,167+82.9% | $4,563+67.0% |
| Admin fee / account holder | $226 | $73+211.5% | $6,795-96.7% | $79+186.0% |