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 | $559,734 |
LATHAM & WATKINS LLP3 years Service code 29 · EIN 95-2018373 | Legal | $86,552 |
AON CONSULTING7 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $51,414 |
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 | $147,909 | $136,310+8.5% | $98,439+50.3% | $103,482+42.9% |
| Participation rate | 99.1% | 89.2%+9.9pp | 75.2%+24.0pp | 73.3%+25.8pp |
| Annual return | 23.35% | 19.67%+3.7pp | 21.16%+2.2pp | 33.11%-9.8pp |
| Employer contribution / active EE | $0 | $4,714-100.0% | $3,048-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $9,120 | $7,358+24.0% | $4,738+92.5% | $5,207+75.1% |
| Admin fee / account holder | $95 | $76+24.2% | $8,948-98.9% | $114-17.2% |