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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $999,687 |
PRICEWATERHOUSECOOPERS LLP4 years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $60,082 |
AON CONSULTING9+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $42,026 |
Service code 16 · EIN 53-0181291 | Consulting | $41,600 |
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 | $114,103 | $152,104-25.0% | $184,203-38.1% | $106,382+7.3% |
| Participation rate | 98.5% | 85.9%+12.6pp | 86.8%+11.7pp | 69.9%+28.6pp |
| Annual return | 15.86% | 20.70%-4.8pp | 28.81%-13.0pp | 17.37%-1.5pp |
| Employer contribution / active EE | $5,203 | $5,326-2.3% | $6,427-19.1% | $3,364+54.7% |
| Participant deferral / active EE | $7,987 | $8,559-6.7% | $9,131-12.5% | $5,569+43.4% |
| Admin fee / account holder | $41 | $103-60.3% | $13,901-99.7% | $79-48.6% |