Filed November 11, 2015 (most recent of 3 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 |
|---|---|---|
Filed as: FIDELITY INVS. INST. OPS. CO., INC. Service code 25 · EIN 04-2647786 | Directed Trustee | $750,289 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $42,844 |
MCDERMOTT WILL & EMERY LLP2+ years Filed as: MCDERMOTT WILL & EMERY Service code 40 · EIN 36-1453176 | Direct payment from the plan; Foreign... | $14,033 |
JACKSON LEWIS P.C.1 year Service code 29 · EIN 46-3862389 | Legal | $5,052 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,377 | $329,111-94.7% | $108,745-84.0% | $329,111-94.7% |
| Participation rate | 76.1% | 67.9%+8.3pp | 77.7%-1.5pp | 67.9%+8.3pp |
| Annual return | 1.83% | 16.35%-14.5pp | 46.22%-44.4pp | 16.35%-14.5pp |
| Employer contribution / active EE | $608 | $2,303-73.6% | $3,323-81.7% | $2,303-73.6% |
| Participant deferral / active EE | $1,295 | $3,682-64.8% | $5,121-74.7% | $3,682-64.8% |
| Admin fee / account holder | $84 | $754-88.8% | $6,144-98.6% | $754-88.8% |