Filed January 19, 2016 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $544,862 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $346,461 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $12,390 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,410 | $152,281+59.8% | $106,201+129.2% | $99,061+145.7% |
| Participation rate | 96.8% | 92.2%+4.5pp | 75.3%+21.5pp | 71.6%+25.2pp |
| Annual return | 14.77% | 15.00%-0.2pp | 116.26%-101.5pp | 17.66%-2.9pp |
| Employer contribution / active EE | $12,933 | $5,348+141.8% | $3,170+308.0% | $3,261+296.6% |
| Participant deferral / active EE | $12,717 | $8,206+55.0% | $5,012+153.7% | $5,331+138.5% |
| Admin fee / account holder | $94 | $77+21.6% | $11,039-99.1% | $109-13.5% |