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 |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $58,053 |
HUNTON ANDREWS KURTH LLP2+ years Filed as: HUNTON & WILLIAMS LLP Service code 29 · EIN 54-0572269 | Legal | $31,952 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$253,131 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,492 | $93,756-45.1% | $133,980-61.6% | $329,111-84.4% |
| Participation rate | 98.5% | 89.7%+8.8pp | 87.1%+11.4pp | 67.9%+30.6pp |
| Annual return | 8.64% | 20.33%-11.7pp | 29.30%-20.7pp | 16.35%-7.7pp |
| Employer contribution / active EE | $3,212 | $3,619-11.2% | $5,211-38.4% | $2,303+39.4% |
| Participant deferral / active EE | $4,555 | $5,685-19.9% | $6,282-27.5% | $3,682+23.7% |
| Admin fee / account holder | -$11 | $90-111.7% | $9,324-100.1% | $754-101.4% |