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 BLAIR2 years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 27 222 W ADAMS ST · CHICAGO, IL 60606 | Advisory (Plan) | $99,600 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $71,143 |
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 | $66,553 | $78,852-15.6% | $76,768-13.3% | $75,289-11.6% |
| Participation rate | 98.9% | 85.0%+13.9pp | 77.0%+21.9pp | 72.4%+26.4pp |
| Annual return | -4.77% | -1.29%-3.5pp | 2.43%-7.2pp | -0.04%-4.7pp |
| Employer contribution / active EE | $1,277 | $2,794-54.3% | $2,485-48.6% | $2,405-46.9% |
| Participant deferral / active EE | $3,307 | $4,800-31.1% | $3,852-14.1% | $3,739-11.5% |
| Admin fee / account holder | $85 | $79+7.7% | $6,675-98.7% | $102-16.9% |