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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $462,139 |
SAKS & COMPANY LLC4 years Filed as: SAKS & COMPANY, LLC Service code 14 · EIN 13-1256625 | Plan Administrator | $213,995 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 22-2232264 | Consulting | $99,987 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $42,500 |
MCDERMOTT WILL & EMERY LLP3 years Service code 16 · EIN 36-1453176 | Consulting | $29,121 |
Filed as: CBIZ EAST INC. Service code 10 · EIN 37-1798599 | Accounting | $3,150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $47,015 | $78,044-39.8% | $91,220-48.5% | $78,044-39.8% |
| Participation rate | 79.1% | 74.4%+4.7pp | 73.2%+5.9pp | 74.4%+4.7pp |
| Annual return | -20.91% | 10.87%-31.8pp | 114.01%-134.9pp | 10.87%-31.8pp |
| Employer contribution / active EE | $509 | $3,125-83.7% | $2,850-82.1% | $3,125-83.7% |
| Participant deferral / active EE | $3,443 | $5,084-32.3% | $4,234-18.7% | $5,084-32.3% |
| Admin fee / account holder | $80 | $79+1.8% | $5,420-98.5% | $79+1.8% |