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 CO5+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $262,321 |
MCDERMOTT WILL & EMERY LLP4 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 34-0145317 | Legal | $33,880 |
REDW LLC4 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $19,418 |
Filed as: 11 GREENWAY PLAZA, SUITE 100 Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,044 | $58,202-53.5% | $172,739-84.3% | $89,569-69.8% |
| Participation rate | 67.4% | 72.8%-5.5pp | 82.6%-15.3pp | 69.6%-2.2pp |
| Annual return | 23.20% | 61.59%-38.4pp | 802.84%-779.6pp | 34.56%-11.4pp |
| Employer contribution / active EE | $2,496 | $1,759+41.9% | $5,143-51.5% | $2,584-3.4% |
| Participant deferral / active EE | $0 | $3,335-100.0% | $5,198-100.0% | $4,220-100.0% |
| Admin fee / account holder | $28 | $53-47.5% | $13,954-99.8% | $72-61.5% |