Filed May 20, 2014 (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 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $228,066 |
Filed as: UBS INSITITUTIONAL CONSULTING GROUP Service code 16 · EIN 13-2638166 | Consulting | $40,000 |
AON CONSULTING8+ years Filed as: AON HEWITT INV CONSULTING, INC Service code 16 · EIN 36-3109431 | Consulting | $30,000 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $41,756 | $83,057-49.7% | $143,757-71.0% | $89,394-53.3% |
| Participation rate | 95.1% | 74.0%+21.1pp | 80.3%+14.8pp | 71.3%+23.8pp |
| Annual return | -13.01% | -13.97%+1.0pp | -0.04%-13.0pp | -11.89%-1.1pp |
| Employer contribution / active EE | $4,396 | $2,095+109.8% | $4,951-11.2% | $3,022+45.5% |
| Participant deferral / active EE | $5,217 | $4,281+21.9% | $5,637-7.4% | $5,123+1.8% |
| Admin fee / account holder | $69 | $83-16.6% | $14,673-99.5% | $79-12.8% |