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 |
|---|---|---|
MCDERMOTT WILL & EMERY LLP6 years Service code 29 · EIN 36-1453176 | Legal | $86,280 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS RETIREMENT SERVICES Service code 26 · EIN 35-2467663 | Advisory (Participants) | $55,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,506 |
KPMG LLP6 years Service code 10 · EIN 13-5565207 | Accounting | $36,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,477 | $51,197+408.8% | $82,719+214.9% | $66,914+289.3% |
| Participation rate | 99.5% | 67.8%+31.6pp | 72.6%+26.9pp | 69.8%+29.7pp |
| Annual return | -16.50% | -9.64%-6.9pp | 701.18%-717.7pp | 1.58%-18.1pp |
| Employer contribution / active EE | $9,926 | $2,611+280.2% | $3,009+229.9% | $2,544+290.2% |
| Participant deferral / active EE | $12,036 | $3,458+248.1% | $4,395+173.9% | $4,237+184.1% |
| Admin fee / account holder | $835 | $416+101.0% | $5,329-84.3% | $593+40.8% |