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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 37 · EIN 04-3022712 | Loan Processing | $923,269 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULT INC Service code 16 · EIN 36-3109431 | Consulting | $44,545 |
Service code 10 · EIN 13-4008324 | Accounting | $37,528 |
HUNTON ANDREWS KURTH LLP4+ years Filed as: HUNTON & WILLIAMS LLP Service code 29 · EIN 54-0572269 | Legal | $25,902 |
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 | $56,804 | $96,381-41.1% | $140,016-59.4% | $73,367-22.6% |
| Participation rate | 97.5% | 90.1%+7.4pp | 87.5%+10.0pp | 69.5%+28.1pp |
| Annual return | -5.19% | -4.30%-0.9pp | 651.12%-656.3pp | 173.45%-178.6pp |
| Employer contribution / active EE | $3,380 | $4,168-18.9% | $5,606-39.7% | $2,499+35.2% |
| Participant deferral / active EE | $4,996 | $6,186-19.2% | $6,927-27.9% | $4,033+23.9% |
| Admin fee / account holder | $54 | $100-45.8% | $10,705-99.5% | $68-20.8% |