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.3 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $680,218 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $64,921 |
AON CONSULTING6+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $53,982 |
PRICEWATERHOUSECOOPERS LLP6+ years Service code 10 · EIN 13-4008324 | Accounting | $52,784 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $27,600 |
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 | $137,665 | $129,352+6.4% | $70,449+95.4% | $106,222+29.6% |
| Participation rate | 92.4% | 73.1%+19.4pp | 75.1%+17.4pp | 70.8%+21.6pp |
| Annual return | 13.18% | 13.88%-0.7pp | 109.03%-95.9pp | 21.69%-8.5pp |
| Employer contribution / active EE | $11,948 | $5,470+118.4% | $2,737+336.6% | $2,723+338.7% |
| Participant deferral / active EE | $136 | $4,597-97.0% | $3,709-96.3% | $4,600-97.0% |
| Admin fee / account holder | $27 | $37-26.2% | $3,845-99.3% | $78-65.4% |