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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $655,810 |
AON CONSULTING1+ years Filed as: AON HEWITT INVT CONSULTING INC Service code 17 · EIN 36-3109431 | Pension Consulting | $33,569 |
LATHAM & WATKINS LLP1+ years Filed as: LATHAM AND WATKINS Service code 29 · EIN 95-2018373 | Legal | $10,921 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $118,925 | $82,279+44.5% | $77,999+52.5% | $63,975+85.9% |
| Participation rate | 98.2% | 84.7%+13.5pp | 75.5%+22.7pp | 71.1%+27.1pp |
| Annual return | 10.90% | 11.20%-0.3pp | 425.96%-415.1pp | 48.65%-37.8pp |
| Employer contribution / active EE | $17 | $3,297-99.5% | $2,470-99.3% | $2,182-99.2% |
| Participant deferral / active EE | $6,800 | $4,538+49.8% | $3,497+94.5% | $3,356+102.6% |
| Admin fee / account holder | $52 | $81-35.7% | $5,480-99.0% | $70-25.7% |