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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $116,162 |
AON CONSULTING2+ years Filed as: AON CONSULTING, INC (NJ) Service code 27 · EIN 36-2235791 | Advisory (Plan) | $38,197 |
BUCK GLOBAL, LLC1 year Filed as: BUCK CONSULTANTS, LLC Service code 16 · EIN 16-0468020 | Consulting | $30,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $123,764 | $117,928+4.9% | $77,999+58.7% | $65,292+89.6% |
| Participation rate | 98.8% | 85.6%+13.2pp | 75.5%+23.2pp | 72.4%+26.3pp |
| Annual return | 14.03% | 11.37%+2.7pp | 425.96%-411.9pp | 11.84%+2.2pp |
| Employer contribution / active EE | $9,422 | $3,999+135.6% | $2,470+281.4% | $2,302+309.3% |
| Participant deferral / active EE | $7,981 | $5,945+34.2% | $3,497+128.2% | $3,579+123.0% |
| Admin fee / account holder | $14 | $66-78.2% | $5,480-99.7% | $57-74.9% |