Filed February 17, 2014 (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 |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 22-1945930 | Recordkeeping | $527,946 |
TIAA9 years Service code 19 · EIN 13-1624203 | Securities Custodian | $242,038 |
SEYFARTH SHAW LLP5 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $181,055 |
AON CONSULTING10+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $87,006 |
PRICEWATERHOUSECOOPERS LLP10+ years Service code 10 · EIN 13-4008324 | Accounting | $50,300 |
WILLIS TOWERS WATSON US LLC6 years Service code 16 · EIN 53-0181291 | Consulting | $34,068 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,098 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $174,764 | $145,906+19.8% | $67,502+158.9% | $106,382+64.3% |
| Participation rate | 88.2% | 67.1%+21.0pp | 72.9%+15.3pp | 69.9%+18.3pp |
| Annual return | 12.81% | 15.10%-2.3pp | 3512.12%-3499.3pp | 17.37%-4.6pp |
| Employer contribution / active EE | $14,200 | $6,028+135.6% | $2,731+420.0% | $3,364+322.2% |
| Participant deferral / active EE | $114 | $5,093-97.8% | $4,000-97.2% | $5,569-98.0% |
| Admin fee / account holder | $35 | $38-8.2% | $3,998-99.1% | $79-56.1% |