Filed April 27, 2016
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 |
|---|---|---|
Filed as: ORRICK,HERRING & SUTCLIFFE LLP Service code 29 · EIN 94-2952627 | Legal | $35,038 |
SHEA LABAGH DOBBERSTEIN2 years Service code 10 · EIN 94-2290202 | Accounting | $17,214 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,414 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,677 | $111,608-25.9% | $177,821-53.5% | $73,409+12.6% |
| Participation rate | 77.5% | 87.9%-10.4pp | 87.7%-10.3pp | 72.2%+5.3pp |
| Annual return | 14.99% | 18.23%-3.2pp | 48.32%-33.3pp | 59.29%-44.3pp |
| Employer contribution / active EE | $2,100 | $3,796-44.7% | $5,918-64.5% | $2,234-6.0% |
| Participant deferral / active EE | $3,174 | $6,199-48.8% | $7,714-58.9% | $3,805-16.6% |
| Admin fee / account holder | $209 | $166+26.5% | $12,427-98.3% | $158+32.7% |