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 |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $67,027 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $59,060 |
TIAA1 year Service code 28 · EIN 13-1624203 | Investment Management | $274 |
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 | $106,402 | $89,117+19.4% | $57,179+86.1% | $329,111-67.7% |
| Participation rate | 93.4% | 67.2%+26.2pp | 75.3%+18.1pp | 67.9%+25.6pp |
| Annual return | 6.67% | 7.87%-1.2pp | 14.59%-7.9pp | 16.35%-9.7pp |
| Employer contribution / active EE | $10,178 | $4,034+152.3% | $2,682+279.4% | $2,303+341.8% |
| Participant deferral / active EE | $188 | $3,328-94.3% | $3,096-93.9% | $3,682-94.9% |
| Admin fee / account holder | $4 | $21-79.5% | $3,139-99.9% | $754-99.4% |