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 |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $421,616 |
GOLDMAN SACHS1 year Filed as: THE GOLDMAN SACHS GROUP, INC Service code 15 · EIN 13-4019460 | Recordkeeping | $209,708 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $29,000 |
WINSTON & STRAWN LLP1 year Filed as: WINSTON & STRAW, LLP Service code 15 · EIN 36-1975990 | Recordkeeping | $10,438 |
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 | $154,727 | $95,048+62.8% | $141,162+9.6% | $82,204+88.2% |
| Participation rate | 96.4% | 73.7%+22.6pp | 82.5%+13.9pp | 73.4%+23.0pp |
| Annual return | 24.64% | 26.89%-2.3pp | 71.39%-46.8pp | 26.31%-1.7pp |
| Employer contribution / active EE | $6,047 | $2,921+107.0% | $4,735+27.7% | $2,707+123.4% |
| Participant deferral / active EE | $8,305 | $5,907+40.6% | $6,709+23.8% | $4,246+95.6% |
| Admin fee / account holder | $131 | $78+69.2% | $10,261-98.7% | $76+73.9% |