Filed August 14, 2014 (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 |
|---|---|---|
MERCER4+ years Service code 15 · EIN 61-0736136 | Recordkeeping | $277,599 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $89,194 |
WINSTON & STRAWN LLP1 year Filed as: WINSTON & STRAWN, LLP Service code 15 · EIN 36-1975990 | Recordkeeping | $74,448 |
COHNREZNICK LLP4+ years Service code 10 · EIN 22-1478099 | Accounting | $28,000 |
GUIDED CHOICE4+ years Service code 26 · EIN 77-0514963 | Advisory (Participants) | $26,899 |
GOLDMAN SACHS1 year Filed as: THE GOLDMAN SACHS GROUP, INC. Service code 15 · EIN 13-4019460 | Recordkeeping | $25,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,227 | $83,812+45.8% | $123,544-1.1% | $68,904+77.4% |
| Participation rate | 98.7% | 77.0%+21.7pp | 82.3%+16.4pp | 74.1%+24.6pp |
| Annual return | -4.90% | 0.60%-5.5pp | 119.20%-124.1pp | 1.07%-6.0pp |
| Employer contribution / active EE | $5,496 | $2,924+87.9% | $4,628+18.8% | $2,540+116.3% |
| Participant deferral / active EE | $7,937 | $5,609+41.5% | $6,426+23.5% | $4,015+97.7% |
| Admin fee / account holder | $185 | $65+185.2% | $9,284-98.0% | $71+159.5% |