Filed August 26, 2015 (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 CONSULTING1 year Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $834,406 |
Filed as: FIDELITY MANAGEMENT TRUST Service code 50 · EIN 04-2723880 | Direct Payment | $697,603 |
MERCER1 year Filed as: MERCER (US), INC Service code 16 · EIN 13-2834414 | Consulting | $136,911 |
ERNST & YOUNG LLP3 years Service code 10 · EIN 34-6565596 | Accounting | $88,000 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $82,810 |
BAKER & HOSTETLER LLP3 years Service code 29 · EIN 34-0082025 | Legal | $25,163 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 14.09% | 13.15%+0.9pp | -2.84%+16.9pp | 11.45%+2.6pp |
| Employer contribution / active EE | $2,618 | $23,714-89.0% | $33,329-92.1% | $17,219-84.8% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |