Filed May 15, 2013 (most recent of 6 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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,944,789 |
WINSTON & STRAWN LLP3 years Service code 29 · EIN 36-1975990 | Legal | $500,624 |
AECOM USA INC.4+ years Service code 10 · EIN 61-1088522 | Accounting | $330,173 |
ANGELES INVESTMENT ADVISORS, LLC5+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $287,417 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $216,431 |
VAZQUEZ & COMPANY LLP2 years Service code 10 · EIN 33-0700332 | Accounting | $80,850 |
Filed as: FIDELITY INVESTMENTS Service code 21 · EIN 04-2647786 | Bank Trustee | $13,012 |
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 2 reportable transactions. $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $134,059 | $81,548+64.4% | $141,162-5.0% | $89,569+49.7% |
| Participation rate | 91.9% | 64.9%+27.1pp | 82.5%+9.5pp | 69.6%+22.3pp |
| Annual return | 23.54% | 47.43%-23.9pp | 71.39%-47.9pp | 34.56%-11.0pp |
| Employer contribution / active EE | $2,232 | $2,272-1.7% | $4,735-52.9% | $2,584-13.6% |
| Participant deferral / active EE | $7,656 | $5,280+45.0% | $6,709+14.1% | $4,220+81.4% |
| Admin fee / account holder | $36 | $68-46.8% | $10,261-99.6% | $72-49.4% |