Filed March 17, 2011
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 |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $37,429 |
JACKSON LEWIS P.C.1 year Service code 29 · EIN 46-3862389 | Legal | $5,653 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $150 |
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 | $114,201 | $68,408+66.9% | $57,179+99.7% | $57,658+98.1% |
| Participation rate | 96.8% | 79.1%+17.6pp | 75.3%+21.4pp | 70.2%+26.6pp |
| Annual return | 6.91% | 8.51%-1.6pp | 14.59%-7.7pp | 5.13%+1.8pp |
| Employer contribution / active EE | $5,028 | $2,869+75.3% | $2,682+87.5% | $1,974+154.8% |
| Participant deferral / active EE | $4,189 | $2,903+44.3% | $3,096+35.3% | $3,061+36.9% |
| Admin fee / account holder | $27 | $70-61.6% | $3,139-99.1% | $95-71.7% |