Filed November 29, 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 8-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 |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $720,228 |
LORD & TAYLOR, LLC2+ years Service code 14 · EIN 20-5344961 | Plan Administrator | $138,276 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT Service code 27 · EIN 22-2232264 | Advisory (Plan) | $104,295 |
MCDERMOTT WILL & EMERY LLP2+ years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $92,401 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $77,000 |
SAKS & COMPANY LLC1 year Filed as: SAKS & COMPANY, LLC Service code 10 · EIN 13-1256625 | Accounting | $42,037 |
MARKS PANETH LLP1 year Filed as: MARKS PANETH Service code 10 · EIN 13-3518842 | Accounting | $22,500 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $19,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,629 | $43,466+18.8% | $99,443-48.1% | $89,569-42.4% |
| Participation rate | 46.3% | 41.5%+4.8pp | 73.8%-27.5pp | 69.6%-23.3pp |
| Annual return | 7.06% | 22.62%-15.6pp | 30.72%-23.7pp | 34.56%-27.5pp |
| Employer contribution / active EE | $492 | $788-37.5% | $2,540-80.6% | $2,584-81.0% |
| Participant deferral / active EE | $1,988 | $1,495+33.0% | $3,619-45.1% | $4,220-52.9% |
| Admin fee / account holder | $92 | $56+64.8% | $6,250-98.5% | $72+28.7% |