Filed September 15, 2006
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 |
|---|---|---|
WINSTON & STRAWN LLP1 year Service code 16 · EIN 36-1975990 | Consulting | $156,346 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$304,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,259 | $46,969+11.3% | $154,107-66.1% | $73,367-28.8% |
| Participation rate | 37.7% | 72.4%-34.6pp | 83.0%-45.3pp | 69.5%-31.7pp |
| Annual return | -3.96% | 821.68%-825.6pp | 735.12%-739.1pp | 173.45%-177.4pp |
| Employer contribution / active EE | $573 | $1,723-66.7% | $5,298-89.2% | $2,499-77.1% |
| Participant deferral / active EE | $1,514 | $3,162-52.1% | $5,081-70.2% | $4,033-62.5% |
| Admin fee / account holder | $13 | $47-71.7% | $13,411-99.9% | $68-80.7% |