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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $519,753 |
LATHAMWATKINSLLP1 year Service code 29 · EIN 95-2018373 | Legal | $148,935 |
HEWITT ASSOCIATES LLC1 year Filed as: AONHEWITTINVESTMENTCONSULTINGINC Service code 28 · EIN 36-3109431 | Investment Management | $74,775 |
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 | $157,581 | $152,281+3.5% | $106,213+48.4% | $99,062+59.1% |
| Participation rate | 95.8% | 92.2%+3.5pp | 75.3%+20.5pp | 71.6%+24.1pp |
| Annual return | 12.70% | 15.00%-2.3pp | 116.14%-103.4pp | 17.66%-5.0pp |
| Employer contribution / active EE | $0 | $5,348-100.0% | $3,171-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $9,287 | $8,206+13.2% | $5,016+85.1% | $5,331+74.2% |
| Admin fee / account holder | $99 | $77+27.9% | $11,033-99.1% | $109-9.1% |