Filed March 11, 2006 (most recent of 3 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 |
|---|---|---|
FID INV INST OPS CO10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $831,518 |
AYCO5 years Filed as: THE AYCO CO. Service code 16 · EIN 13-4019460 | Consulting | $155,535 |
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $74,958 |
AON CONSULTING9 years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $55,124 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE Service code 10 · EIN 36-4745545 | Accounting | $16,500 |
NORTON ROSE FULBRIGHT8 years Filed as: NORTON ROSE FULBRIGHT LLP Service code 50 · EIN 74-1201087 | Direct Payment | $15,753 |
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 | $111,513 | $145,906-23.6% | $67,502+65.2% | $106,382+4.8% |
| Participation rate | 85.4% | 67.1%+18.2pp | 72.9%+12.5pp | 69.9%+15.5pp |
| Annual return | 15.82% | 15.10%+0.7pp | 3512.12%-3496.3pp | 17.37%-1.5pp |
| Employer contribution / active EE | $0 | $6,028-100.0% | $2,731-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $8,924 | $5,093+75.2% | $4,000+123.1% | $5,569+60.2% |
| Admin fee / account holder | $59 | $38+55.5% | $3,998-98.5% | $79-25.7% |