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 BLAIR6 years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 27 · EIN 13-2624428 | Advisory (Plan) | $100,457 |
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $85,463 |
BKD, LLP4 years Filed as: BKD LLP Service code 10 · EIN 13-2624428 | Accounting | $9,135 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,590 | $130,141-48.1% | $86,677-22.0% | $77,904-13.2% |
| Participation rate | 97.1% | 85.9%+11.1pp | 76.6%+20.5pp | 73.7%+23.4pp |
| Annual return | -15.24% | -12.75%-2.5pp | 35.91%-51.1pp | 12.21%-27.4pp |
| Employer contribution / active EE | $913 | $3,220-71.7% | $2,836-67.8% | $2,848-67.9% |
| Participant deferral / active EE | $3,190 | $5,757-44.6% | $4,656-31.5% | $4,806-33.6% |
| Admin fee / account holder | $93 | $132-29.2% | $7,493-98.8% | $133-29.6% |