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 | $464,518 |
LATHAM & WATKINS LLP1 year Filed as: LATHAM & WATKINS LLC Service code 29 · EIN 95-2018373 | Legal | $19,652 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $12,500 |
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 | $165,627 | $96,403+71.8% | $93,606+76.9% | $77,787+112.9% |
| Participation rate | 99.0% | 87.6%+11.3pp | 75.8%+23.1pp | 73.2%+25.8pp |
| Annual return | 27.42% | 39.36%-11.9pp | 32.76%-5.3pp | 32.57%-5.2pp |
| Employer contribution / active EE | $4 | $3,616-99.9% | $2,718-99.9% | $2,504-99.8% |
| Participant deferral / active EE | $8,900 | $5,341+66.6% | $4,069+118.7% | $3,967+124.3% |
| Admin fee / account holder | $20 | $90-77.4% | $7,888-99.7% | $100-79.8% |