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 | $1,011,134 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTINGINC Service code 16 · EIN 36-3109431 | Consulting | $62,305 |
Filed as: PRICE WATER HOUSE COOPERS LLP Service code 16 · EIN 13-4008324 | Consulting | $57,980 |
HUNTON ANDREWS KURTH LLP2 years Service code 16 · EIN 54-0572269 | Consulting | $34,786 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $86,726 | $139,268-37.7% | $177,821-51.2% | $106,222-18.4% |
| Participation rate | 98.3% | 91.6%+6.7pp | 87.7%+10.6pp | 70.8%+27.5pp |
| Annual return | 18.92% | 17.20%+1.7pp | 48.32%-29.4pp | 21.69%-2.8pp |
| Employer contribution / active EE | $4,254 | $4,832-12.0% | $5,918-28.1% | $2,723+56.2% |
| Participant deferral / active EE | $6,375 | $7,227-11.8% | $7,714-17.4% | $4,600+38.6% |
| Admin fee / account holder | $55 | $97-43.0% | $12,427-99.6% | $78-29.6% |