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 Service code 29 · EIN 94-2952627 | Legal | $32,663 |
Filed as: CBIZ, INC. Service code 10 · EIN 22-2769024 | Accounting | $18,786 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,222 | $86,897-18.0% | $151,611-53.0% | $64,808+9.9% |
| Participation rate | 65.9% | 87.3%-21.4pp | 87.5%-21.6pp | 71.5%-5.6pp |
| Annual return | -13.28% | -3.57%-9.7pp | 3.33%-16.6pp | 32.82%-46.1pp |
| Employer contribution / active EE | $2,232 | $4,010-44.4% | $6,166-63.8% | $2,506-10.9% |
| Participant deferral / active EE | $3,231 | $6,690-51.7% | $8,363-61.4% | $4,310-25.0% |
| Admin fee / account holder | $212 | $153+38.5% | $11,616-98.2% | $188+12.8% |