Filed August 10, 2016 (most recent of 4 filings on file)
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 | $69,282 |
Filed as: BLUE PRAIRIE GROUP, L.L.C. Service code 27 · EIN 76-0701903 | Advisory (Plan) | $37,568 |
MCDERMOTT WILL & EMERY LLP2 years Service code 29 · EIN 36-1453176 | Legal | $29,304 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $22,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $209,406 | $44,873+366.7% | $79,464+163.5% | $56,287+272.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -5.03% | 0.81%-5.8pp | 718.14%-723.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $8,247 | $2,140+285.4% | $2,800+194.5% | $2,111+290.7% |
| Participant deferral / active EE | $9,801 | $2,746+256.9% | $3,704+164.6% | $3,350+192.6% |
| Admin fee / account holder | $520 | $418+24.3% | $5,113-89.8% | $521-0.1% |