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 CO7+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $321,178 |
REDW LLC6 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $19,418 |
MCDERMOTT WILL & EMERY LLP6 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 34-0145317 | Legal | $0 |
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 | $33,588 | $68,062-50.7% | $185,823-81.9% | $106,520-68.5% |
| Participation rate | 75.1% | 75.2%-0.1pp | 81.7%-6.6pp | 71.3%+3.8pp |
| Annual return | 15.30% | 18.20%-2.9pp | 122.05%-106.7pp | 19.28%-4.0pp |
| Employer contribution / active EE | $3,359 | $1,997+68.2% | $5,167-35.0% | $2,840+18.3% |
| Participant deferral / active EE | $0 | $3,990-100.0% | $5,568-100.0% | $4,948-100.0% |
| Admin fee / account holder | $26 | $53-51.0% | $16,237-99.8% | $75-65.3% |