Filed August 18, 2017 (most recent of 7 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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $550,276 |
LATHAM & WATKINS LLP1 year Filed as: LATHAM WATKINS LLP Service code 29 · EIN 95-2018373 | Legal | $139,848 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTINGINC Service code 28 · EIN 36-3109431 | Investment Management | $58,525 |
Employer contribution per participant 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 | $171,672 | $117,739+45.8% | $116,228+47.7% | $117,739+45.8% |
| Participation rate | 95.6% | 76.6%+19.0pp | 74.6%+21.0pp | 76.6%+19.0pp |
| Annual return | 16.43% | 17.29%-0.9pp | 90.06%-73.6pp | 17.29%-0.9pp |
| Employer contribution / active EE | $0 | $3,746-100.0% | $2,994-100.0% | $3,746-100.0% |
| Participant deferral / active EE | $9,774 | $6,128+59.5% | $4,953+97.3% | $6,128+59.5% |
| Admin fee / account holder | $98 | $112-12.6% | $11,989-99.2% | $112-12.6% |