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 04-2647786 | Recordkeeping | $246,059 |
REDW LLC5 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $19,418 |
MCDERMOTT WILL & EMERY LLP5 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 34-0145317 | Legal | $7,298 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,513 | $66,513-55.6% | $178,490-83.5% | $106,222-72.2% |
| Participation rate | 72.9% | 73.8%-0.9pp | 81.9%-9.0pp | 70.8%+2.1pp |
| Annual return | 16.14% | 21.81%-5.7pp | 151.07%-134.9pp | 21.69%-5.6pp |
| Employer contribution / active EE | $2,811 | $1,776+58.3% | $5,011-43.9% | $2,723+3.2% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $5,202-100.0% | $4,600-100.0% |
| Admin fee / account holder | $22 | $53-59.6% | $13,984-99.8% | $78-72.4% |