Filed October 14, 2015
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $340,734 |
Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $34,929 |
NORTON ROSE FULBRIGHT1 year Service code 29 · EIN 74-1201087 | Legal | $24,154 |
ASCIB, L.P.1 year Filed as: ASCIB L.P. Service code 29 · EIN 75-2840581 | Legal | $13,000 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,408 | $143,525-36.3% | $379,746-75.9% | $90,288+1.2% |
| Participation rate | 97.6% | 82.9%+14.7pp | 78.4%+19.2pp | 73.4%+24.3pp |
| Annual return | 5.14% | 18.97%-13.8pp | 34.90%-29.8pp | 53.97%-48.8pp |
| Employer contribution / active EE | $1,168 | $3,201-63.5% | $3,540-67.0% | $2,524-53.7% |
| Participant deferral / active EE | $3,094 | $5,231-40.8% | $6,024-48.6% | $4,232-26.9% |
| Admin fee / account holder | $93 | $100-7.1% | $7,927-98.8% | $114-18.2% |