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 | $951,654 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTINGINC Service code 16 · EIN 36-3109431 | Consulting | $63,551 |
Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $60,266 |
HUNTON ANDREWS KURTH LLP3 years Service code 29 · EIN 54-0572269 | Legal | $22,239 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,840 | $143,889-32.7% | $189,513-48.9% | $106,520-9.1% |
| Participation rate | 97.1% | 89.1%+8.0pp | 87.8%+9.3pp | 71.3%+25.8pp |
| Annual return | 16.67% | 17.38%-0.7pp | 555.15%-538.5pp | 19.28%-2.6pp |
| Employer contribution / active EE | $4,133 | $4,416-6.4% | $6,162-32.9% | $2,840+45.5% |
| Participant deferral / active EE | $6,361 | $7,575-16.0% | $8,221-22.6% | $4,948+28.6% |
| Admin fee / account holder | $47 | $98-52.0% | $12,045-99.6% | $75-36.7% |