Filed January 16, 2015 (most recent of 4 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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 15 · EIN 13-5674085 | Recordkeeping | $206,650 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $100,567 |
MIDAMERICAN ENERGY11+ years Service code 10 PO BOX 8020 · DAVENPORT, IA 52808 | Accounting | $95,242 |
JACKSON LEWIS P.C.10+ years Service code 29 · EIN 46-3862389 | Legal | $23,948 |
AON CONSULTING11+ years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $21,362 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON US Service code 16 · EIN 53-0181291 | Consulting | $6,292 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,379 | $117,739+137.3% | $100,534+177.9% | $117,739+137.3% |
| Participation rate | 89.3% | 76.6%+12.6pp | 80.6%+8.7pp | 76.6%+12.6pp |
| Annual return | 16.27% | 17.29%-1.0pp | 32.66%-16.4pp | 17.29%-1.0pp |
| Employer contribution / active EE | $9,784 | $3,746+161.2% | $4,346+125.1% | $3,746+161.2% |
| Participant deferral / active EE | $10,946 | $6,128+78.6% | $6,144+78.2% | $6,128+78.6% |
| Admin fee / account holder | $56 | $112-50.2% | $7,654-99.3% | $112-50.2% |