Filed January 20, 2015
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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $630,414 |
REED SMITH LLP3 years Filed as: REED SMITH Service code 29 · EIN 25-0749630 | Legal | $89,909 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $44,981 |
GRANT THORNTON LLP9 years Service code 10 · EIN 36-6055558 | Accounting | $28,250 |
Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,324 | $110,299-10.0% | $102,423-3.0% | $199,593-50.2% |
| Participation rate | 98.2% | 86.3%+11.9pp | 76.5%+21.7pp | 72.0%+26.2pp |
| Annual return | -2.75% | 35.73%-38.5pp | 29.32%-32.1pp | 34.25%-37.0pp |
| Employer contribution / active EE | $6,140 | $3,603+70.4% | $3,023+103.1% | $3,034+102.4% |
| Participant deferral / active EE | $9,345 | $6,376+46.6% | $5,053+84.9% | $5,087+83.7% |
| Admin fee / account holder | $146 | $122+19.4% | $9,451-98.5% | $269-45.7% |