Filed February 18, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,052,584 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 52-1868818 | Consulting | $82,183 |
PRICEWATERHOUSECOOPERS LLP8 years Service code 10 · EIN 13-4008324 | Accounting | $62,185 |
ISLER DARE, P.C.1 year Filed as: ISLERDARE, P.C. Service code 29 · EIN 54-1844836 | Legal | $11,473 |
Form 5500 reported that benefits due were not provided when due.
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 | $141,049 | $171,977-18.0% | $200,582-29.7% | $140,769+0.2% |
| Participation rate | 98.7% | 93.2%+5.4pp | 86.9%+11.8pp | 74.2%+24.5pp |
| Annual return | 20.76% | 19.20%+1.6pp | 42.33%-21.6pp | 16.82%+3.9pp |
| Employer contribution / active EE | $5,595 | $6,031-7.2% | $6,419-12.8% | $3,906+43.2% |
| Participant deferral / active EE | $8,611 | $9,366-8.1% | $9,331-7.7% | $6,717+28.2% |
| Admin fee / account holder | $42 | $68-38.0% | $16,305-99.7% | $229-81.6% |