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 9-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 INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $359,948 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 27-2436452 | Actuarial | $317,418 |
SEYFARTH SHAW LLP2+ years Filed as: SEYFARTH SHAW LLC Service code 29 · EIN 36-2152202 | Legal | $54,946 |
THE BANK OF NEW YORK MELLON2+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $37,574 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $19,750 |
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 14.10% | 79.68%-65.6pp | 16.78%-2.7pp | 23.90%-9.8pp |
| Employer contribution / active EE | $13,428 | $21,735-38.2% | $26,328-49.0% | $16,539-18.8% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |