Filed September 13, 2024 (most recent of 2 filings on file)
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 |
|---|---|---|
WINSTON & STRAWN LLP2 years Service code 29 · EIN 36-1975990 | Legal | $74,371 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,197 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,082 | $76,774-94.7% | $112,228-96.4% | $77,904-94.8% |
| Participation rate | 79.7% | 80.2%-0.5pp | 75.1%+4.6pp | 73.7%+6.0pp |
| Annual return | -15.10% | -10.25%-4.8pp | 27.45%-42.5pp | 12.21%-27.3pp |
| Employer contribution / active EE | $0 | $3,977-100.0% | $3,635-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $24 | $239-89.9% | $6,410-99.6% | $133-81.7% |