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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,314 |
WINSTON & STRAWN LLP3 years Service code 16 · EIN 36-1975990 | Consulting | $25,574 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $430,933 | $66,513+547.9% | $178,490+141.4% | $106,222+305.7% |
| Participation rate | 5.4% | 73.8%-68.4pp | 81.9%-76.6pp | 70.8%-65.4pp |
| Annual return | 17.39% | 21.81%-4.4pp | 151.07%-133.7pp | 21.69%-4.3pp |
| Employer contribution / active EE | $571 | $1,776-67.8% | $5,011-88.6% | $2,723-79.0% |
| Participant deferral / active EE | $1,744 | $3,679-52.6% | $5,202-66.5% | $4,600-62.1% |
| Admin fee / account holder | $322 | $53+502.5% | $13,984-97.7% | $78+311.0% |