Filed July 16, 2006 (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 |
|---|---|---|
Filed as: PILLSBURY WINTHROP Service code 16 · EIN 94-1311126 | Consulting | $7,568 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$125,140 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,001 | $104,317+232.6% | $159,436+117.6% | $86,799+299.8% |
| Participation rate | 93.9% | 77.7%+16.2pp | 82.8%+11.1pp | 72.3%+21.7pp |
| Annual return | 14.09% | 26.32%-12.2pp | 263.57%-249.5pp | 97.91%-83.8pp |
| Employer contribution / active EE | $15,399 | $3,451+346.3% | $4,829+218.9% | $2,405+540.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $105 | $172-39.2% | $10,799-99.0% | $170-38.2% |