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 | $567,224 |
LATHAM & WATKINS LLP1 year Filed as: LATHAM AND WATKINS LLP Service code 29 · EIN 95-2018373 | Legal | $62,332 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $33,423 |
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 | $149,268 | $90,410+65.1% | $91,001+64.0% | $77,958+91.5% |
| Participation rate | 95.8% | 86.4%+9.4pp | 75.6%+20.2pp | 71.6%+24.1pp |
| Annual return | 27.04% | 21.34%+5.7pp | 4.60%+22.4pp | 20.87%+6.2pp |
| Employer contribution / active EE | $0 | $3,392-100.0% | $2,456-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $7,637 | $4,816+58.6% | $3,547+115.3% | $3,537+115.9% |
| Admin fee / account holder | $43 | $79-45.0% | $5,417-99.2% | $97-55.4% |