Filed April 10, 2017 (most recent of 2 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 |
|---|---|---|
LCG ASSOCIATES, INC.3+ years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $41,060 |
AON CONSULTING1 year Filed as: AONHEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-0310943 | Consulting | $36,667 |
FID INV INST OPS CO4+ years Filed as: FID INV INST OPS CO, INC Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO4+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$103,501 |
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 | $140,272 | $68,904+103.6% | $90,782+54.5% | $68,904+103.6% |
| Participation rate | 96.1% | 74.1%+21.9pp | 82.7%+13.4pp | 74.1%+21.9pp |
| Annual return | -3.94% | 1.07%-5.0pp | -3.42%-0.5pp | 1.07%-5.0pp |
| Employer contribution / active EE | $4,891 | $2,540+92.5% | $4,105+19.1% | $2,540+92.5% |
| Participant deferral / active EE | $7,819 | $4,015+94.7% | $5,366+45.7% | $4,015+94.7% |
| Admin fee / account holder | $8 | $71-89.1% | $5,908-99.9% | $71-89.1% |