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 | $489,137 |
LATHAM & WATKINS LLP2 years Service code 29 · EIN 95-2018373 | Legal | $116,900 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 36-3109431 | Investment Management | $48,056 |
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 | $147,423 | $136,266+8.2% | $90,749+62.5% | $77,904+89.2% |
| Participation rate | 98.2% | 86.6%+11.5pp | 75.7%+22.5pp | 73.7%+24.5pp |
| Annual return | -13.08% | -11.32%-1.8pp | -12.16%-0.9pp | 12.21%-25.3pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $2,921-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $9,385 | $6,353+47.7% | $4,564+105.6% | $4,806+95.3% |
| Admin fee / account holder | $107 | $399-73.1% | $8,445-98.7% | $133-19.1% |