Filed March 29, 2008 (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 |
|---|---|---|
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR & COMPANY LLC Service code 27 222 W ADAMS ST · CHICAGO, IL 60606 | Advisory (Plan) | $50,063 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $21,643 |
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 | $75,380 | $88,730-15.0% | $82,313-8.4% | $77,958-3.3% |
| Participation rate | 98.6% | 84.5%+14.1pp | 76.9%+21.7pp | 71.6%+27.0pp |
| Annual return | 56.72% | 20.88%+35.8pp | 25.88%+30.8pp | 20.87%+35.9pp |
| Employer contribution / active EE | $2,551 | $2,758-7.5% | $2,428+5.1% | $2,310+10.4% |
| Participant deferral / active EE | $3,066 | $4,634-33.8% | $3,706-17.3% | $3,537-13.3% |
| Admin fee / account holder | $36 | $74-51.4% | $5,608-99.4% | $97-63.1% |