Filed November 26, 2007 (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 |
|---|---|---|
ROPES & GRAY LLP1 year Filed as: ROPES & GRAY, LLP Service code 29 · EIN 04-2233412 | Legal | $152,154 |
BCA WATSON RICE LLP10+ years Service code 10 · EIN 26-1726741 | Accounting | $91,860 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $55,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,880 | $145,906+6.8% | $67,502+130.9% | $106,382+46.5% |
| Participation rate | 51.5% | 67.1%-15.7pp | 72.9%-21.4pp | 69.9%-18.4pp |
| Annual return | 15.05% | 15.10%-0.1pp | 3512.12%-3497.1pp | 17.37%-2.3pp |
| Employer contribution / active EE | $0 | $6,028-100.0% | $2,731-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $6,593 | $5,093+29.5% | $4,000+64.8% | $5,569+18.4% |
| Admin fee / account holder | $29 | $38-23.7% | $3,998-99.3% | $79-63.5% |