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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $287,867 |
HUNTON ANDREWS KURTH LLP3+ years Filed as: HUNTON & WILLIAMS LLP Service code 16 · EIN 54-0572269 | Consulting | $44,195 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $44,017 |
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 | $60,406 | $112,134-46.1% | $149,718-59.7% | $80,976-25.4% |
| Participation rate | 96.7% | 87.3%+9.4pp | 87.1%+9.6pp | 68.3%+28.4pp |
| Annual return | 20.72% | 17.23%+3.5pp | 1501.63%-1480.9pp | 22.91%-2.2pp |
| Employer contribution / active EE | $3,172 | $3,991-20.5% | $5,445-41.7% | $2,402+32.0% |
| Participant deferral / active EE | $4,625 | $6,036-23.4% | $6,569-29.6% | $3,848+20.2% |
| Admin fee / account holder | $22 | $109-80.1% | $11,283-99.8% | $67-67.7% |