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.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $260,199 |
PRICEWATERHOUSECOOPERS LLP4+ years Service code 10 · EIN 13-4008324 | Accounting | $59,463 |
Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $38,513 |
CURCIO WEBB1 year Service code 17 · EIN 36-4171366 | Pension Consulting | $18,167 |
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $17,624 |
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 | $110,027 | $97,136+13.3% | $59,878+83.8% | $73,367+50.0% |
| Participation rate | 93.7% | 65.8%+27.9pp | 74.7%+19.0pp | 69.5%+24.2pp |
| Annual return | -3.40% | -2.56%-0.8pp | 3.46%-6.9pp | 173.45%-176.9pp |
| Employer contribution / active EE | $10,988 | $4,492+144.6% | $2,722+303.7% | $2,499+339.7% |
| Participant deferral / active EE | $159 | $4,036-96.1% | $3,402-95.3% | $4,033-96.1% |
| Admin fee / account holder | $13 | $31-58.4% | $3,590-99.6% | $68-81.4% |