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 | $493,318 |
LATHAM & WATKINS LLP2 years Filed as: LATHAM AND WATKINS LLP Service code 29 · EIN 95-2018373 | Legal | $87,116 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $19,893 |
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 | $137,070 | $134,045+2.3% | $80,019+71.3% | $75,289+82.1% |
| Participation rate | 98.7% | 85.8%+13.0pp | 75.8%+22.9pp | 72.4%+26.3pp |
| Annual return | -4.67% | -0.56%-4.1pp | 11.22%-15.9pp | -0.04%-4.6pp |
| Employer contribution / active EE | $1 | $3,492-100.0% | $2,468-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $8,253 | $4,976+65.8% | $3,686+123.9% | $3,739+120.7% |
| Admin fee / account holder | $39 | $124-68.1% | $6,521-99.4% | $102-61.4% |