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 | $503,545 |
LATHAM & WATKINS LLP4 years Filed as: LATHAM AND WATKINS LLP Service code 29 · EIN 95-2018373 | Legal | $97,666 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 36-3109431 | Pension Consulting | $41,778 |
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 | $179,317 | $105,190+70.5% | $98,907+81.3% | $90,288+98.6% |
| Participation rate | 99.0% | 86.4%+12.7pp | 76.0%+23.0pp | 73.4%+25.7pp |
| Annual return | 14.86% | 18.52%-3.7pp | 196.43%-181.6pp | 53.97%-39.1pp |
| Employer contribution / active EE | $0 | $3,831-100.0% | $2,689-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $9,314 | $5,616+65.8% | $4,244+119.4% | $4,232+120.1% |
| Admin fee / account holder | $118 | $97+21.0% | $6,642-98.2% | $114+3.3% |