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 CO8+ years Service code 15 · EIN 04-2644778 | Recordkeeping | $157,506 |
MCDERMOTT WILL & EMERY LLP7 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-0145317 | Legal | $0 |
REDW LLC7 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $0 |
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 | $42,383 | $83,057-49.0% | $143,757-70.5% | $89,394-52.6% |
| Participation rate | 91.2% | 74.0%+17.2pp | 80.3%+10.9pp | 71.3%+19.9pp |
| Annual return | -16.35% | -13.97%-2.4pp | -0.04%-16.3pp | -11.89%-4.5pp |
| Employer contribution / active EE | $0 | $2,095-100.0% | $4,951-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $5,298 | $4,281+23.8% | $5,637-6.0% | $5,123+3.4% |
| Admin fee / account holder | $9 | $83-89.0% | $14,673-99.9% | $79-88.5% |