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 | $58,577 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $28,000 |
MCDERMOTT WILL & EMERY LLP3 years Service code 29 · EIN 36-1453176 | Legal | $22,563 |
Filed as: BLUE PRAIRIE GROUP, L.L.C. Service code 27 · EIN 76-0701903 | Advisory (Plan) | $18,750 |
CERITY PARTNERS1 year Service code 27 · EIN 35-2467663 | Advisory (Plan) | $18,750 |
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 | $250,145 | $51,620+384.6% | $90,281+177.1% | $65,185+283.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 21.22% | 24.94%-3.7pp | 78.10%-56.9pp | 29.38%-8.2pp |
| Employer contribution / active EE | $8,769 | $2,235+292.4% | $2,854+207.2% | $2,177+302.9% |
| Participant deferral / active EE | $10,277 | $2,871+258.0% | $3,885+164.5% | $3,514+192.5% |
| Admin fee / account holder | $509 | $384+32.5% | $5,351-90.5% | $847-39.9% |