Filed January 6, 1997 (most recent of 2 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 |
|---|---|---|
ALVAREZ & MARSAL TAXAND, LLC3 years Service code 16 · EIN 20-1157630 | Consulting | $17,129 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $7,673 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $6,939 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,463 | $94,621-0.2% | $138,135-31.6% | $73,409+28.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.7%+21.3pp | 72.2%+27.8pp |
| Annual return | 13.50% | 16.57%-3.1pp | 20.51%-7.0pp | 59.29%-45.8pp |
| Employer contribution / active EE | $2,435 | $4,410-44.8% | $5,587-56.4% | $2,234+9.0% |
| Participant deferral / active EE | $5,326 | $6,199-14.1% | $6,431-17.2% | $3,805+39.9% |
| Admin fee / account holder | $51 | $140-63.7% | $11,856-99.6% | $158-67.7% |