Filed June 30, 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 |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT Service code 11 · EIN 36-2265791 | Actuarial | $335,728 |
US BANK2+ years Service code 26 · EIN 41-6271370 | Advisory (Participants) | $195,890 |
FOX ROTHSCHILD LLP2+ years Service code 29 · EIN 23-1404723 | Legal | $100,199 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $77,972 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $52,120 |
FLAIR PRINTING2+ years Service code 13 · EIN 36-2975414 | Contract Administrator | $40,757 |
AMERICAN FUNDS2+ years Filed as: ADVANCED CAPITAL GROUP Service code 17 · EIN 41-1921960 | Pension Consulting | $35,094 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $33,348 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $57,821-100.0% | $322,681-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 27.6%-27.6pp | 5.5%-5.5pp |
| Annual return | 6.34% | 5.86%+0.5pp | 4.07%+2.3pp | 5.86%+0.5pp |
| Employer contribution / active EE | $0 | $10,137-100.0% | $36,235-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $0 | $492-100.0% | $215-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $7,128-100.0% | $387-100.0% |