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 | $966,920 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULT INC Service code 16 · EIN 36-3109431 | Consulting | $91,173 |
HUNTON ANDREWS KURTH LLP1 year Service code 16 · EIN 54-0572269 | Consulting | $39,929 |
Filed as: PRICE WATER HOUSE COOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $37,669 |
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 | $71,649 | $121,259-40.9% | $162,163-55.8% | $89,569-20.0% |
| Participation rate | 96.9% | 90.0%+6.9pp | 87.6%+9.4pp | 69.6%+27.4pp |
| Annual return | 25.54% | 22.23%+3.3pp | 115.59%-90.0pp | 34.56%-9.0pp |
| Employer contribution / active EE | $3,648 | $4,435-17.7% | $5,614-35.0% | $2,584+41.2% |
| Participant deferral / active EE | $5,425 | $6,620-18.0% | $7,298-25.7% | $4,220+28.6% |
| Admin fee / account holder | $55 | $101-45.0% | $10,843-99.5% | $72-22.6% |