Filed November 29, 2016
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 |
|---|---|---|
Filed as: REINHART BOERNER Service code 29 · EIN 39-1126909 | Legal | $6,558 |
Participant 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 | $45,692 | $44,989+1.6% | $170,442-73.2% | $77,958-41.4% |
| Participation rate | 98.8% | 64.6%+34.2pp | 83.6%+15.2pp | 71.6%+27.2pp |
| Annual return | 55.94% | 19.61%+36.3pp | 205.93%-150.0pp | 20.87%+35.1pp |
| Employer contribution / active EE | $1,860 | $1,466+26.9% | $5,433-65.8% | $2,310-19.5% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $1 | $69-99.1% | $13,880-100.0% | $97-99.4% |