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 CO4+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $196,756 |
MCDERMOTT WILL & EMERY LLP3 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 34-0145317 | Legal | $33,829 |
REDW LLC3 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $19,347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,227 | $46,969-52.7% | $154,107-85.6% | $73,367-69.7% |
| Participation rate | 68.9% | 72.4%-3.5pp | 83.0%-14.1pp | 69.5%-0.6pp |
| Annual return | -5.75% | 821.68%-827.4pp | 735.12%-740.9pp | 173.45%-179.2pp |
| Employer contribution / active EE | $2,524 | $1,723+46.5% | $5,298-52.3% | $2,499+1.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $5,081-100.0% | $4,033-100.0% |
| Admin fee / account holder | $23 | $47-50.8% | $13,411-99.8% | $68-66.5% |