Filed December 30, 2014
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 8-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 |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $70,079 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 5 TIMES SQUARE · NEW YORK, NY 100366530 | Accounting | $26,080 |
AON CONSULTING1 year Service code 10 · EIN 22-2232264 | Accounting | $24,811 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 12 · EIN 36-3109431 | Contract Administrator; Participant c... | $19,417 |
IVINS, PHILLIPS & BARKER3+ years Filed as: IVINS PHILLIPS AND BARKER Service code 29 · EIN 52-1229560 | Legal | $8,820 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | 16.05% | 10.98%+5.1pp | 10.53%+5.5pp | 10.41%+5.6pp |
| Employer contribution / active EE | $27,215 | $15,231+78.7% | $29,360-7.3% | $14,691+85.3% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |