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 | $1,002,177 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $64,822 |
HUNTON ANDREWS KURTH LLP4 years Service code 29 · EIN 54-0572269 | Legal | $36,413 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,742 | $118,441-34.4% | $151,611-48.7% | $89,394-13.0% |
| Participation rate | 97.0% | 88.0%+9.0pp | 87.5%+9.5pp | 71.3%+25.7pp |
| Annual return | -16.94% | -9.10%-7.8pp | 3.33%-20.3pp | -11.89%-5.1pp |
| Employer contribution / active EE | $4,337 | $4,770-9.1% | $6,166-29.7% | $3,022+43.5% |
| Participant deferral / active EE | $6,559 | $7,648-14.2% | $8,363-21.6% | $5,123+28.0% |
| Admin fee / account holder | $43 | $90-52.4% | $11,616-99.6% | $79-46.2% |