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 | $444,065 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON CONSULTING Service code 11 · EIN 53-0181291 | Actuarial | $213,550 |
THOMPSON HINE4 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $169,132 |
ERNST & YOUNG LLP6+ years Service code 10 · EIN 34-6565596 | Accounting | $85,261 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $9,000 |
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 | $2,822,362-100.0% | $312,618-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.6%-0.6pp |
| Annual return | 14.04% | 15.98%-1.9pp | 10.03%+4.0pp | 11.45%+2.6pp |
| Employer contribution / active EE | $76,142 | $21,248+258.4% | $38,789+96.3% | $17,219+342.2% |
| Participant deferral / active EE | $0 | $283-100.0% | $74-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,182-100.0% | $15,480-100.0% |