Filed December 2, 2011 (most recent of 4 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 |
|---|---|---|
FID INV INST OPS CO6+ years Service code 15 · EIN 04-2644778 | Recordkeeping | $126,117 |
REDW LLC5 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $19,957 |
MCDERMOTT WILL & EMERY LLP5 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-0145317 | Legal | $19,375 |
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 | $48,805 | $66,513-26.6% | $178,490-72.7% | $106,222-54.1% |
| Participation rate | 88.9% | 73.8%+15.1pp | 81.9%+7.0pp | 70.8%+18.1pp |
| Annual return | 16.83% | 21.81%-5.0pp | 151.07%-134.2pp | 21.69%-4.9pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $4,734 | $3,679+28.7% | $5,202-9.0% | $4,600+2.9% |
| Admin fee / account holder | $10 | $53-80.4% | $13,984-99.9% | $78-86.6% |