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 BLAIR8 years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 27 · EIN 13-2624428 | Advisory (Plan) | $108,437 |
Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $39,228 |
BKD, LLP6 years Filed as: BKD LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $30,391 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,578 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,077 | $110,299-31.0% | $102,423-25.7% | $199,593-61.9% |
| Participation rate | 98.0% | 86.3%+11.8pp | 76.5%+21.6pp | 72.0%+26.1pp |
| Annual return | 13.50% | 35.73%-22.2pp | 29.32%-15.8pp | 34.25%-20.8pp |
| Employer contribution / active EE | $1,303 | $3,603-63.8% | $3,023-56.9% | $3,034-57.1% |
| Participant deferral / active EE | $3,315 | $6,376-48.0% | $5,053-34.4% | $5,087-34.8% |
| Admin fee / account holder | $98 | $122-20.2% | $9,451-99.0% | $269-63.7% |