Filed September 26, 2013
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 |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO Service code 10 · EIN 04-2647786 | Accounting | $404,042 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON CONSULTING Service code 11 · EIN 53-0181291 | Actuarial | $160,784 |
THOMPSON HINE3 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $115,868 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596 | Accounting | $81,983 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $46,025 |
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 | $3,370,408-100.0% | $248,520-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 1.2%-1.2pp |
| Annual return | 21.62% | 19.51%+2.1pp | 239.57%-218.0pp | 53.27%-31.6pp |
| Employer contribution / active EE | $13,835 | $15,992-13.5% | $43,837-68.4% | $14,774-6.4% |
| Participant deferral / active EE | $0 | $77-100.0% | $575-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $36,083-100.0% | $13,289-100.0% |