Filed April 30, 2013
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 |
|---|---|---|
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $113,262 |
MERCER3 years Filed as: MERCER (US) INC Service code 13 · EIN 13-2834414 | Contract Administrator | $94,786 |
COVINGTON & BURLING LLP3 years Service code 29 · EIN 53-0188411 | Legal | $84,206 |
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 | $189,882 | $73,283+159.1% | $155,567+22.1% | $106,408+78.4% |
| Participation rate | 95.3% | 73.3%+22.0pp | 78.2%+17.1pp | 69.9%+25.4pp |
| Annual return | 13.40% | 15.76%-2.4pp | 64.74%-51.3pp | 17.37%-4.0pp |
| Employer contribution / active EE | $8,057 | $2,241+259.6% | $4,674+72.4% | $3,361+139.7% |
| Participant deferral / active EE | $8,555 | $4,567+87.3% | $5,628+52.0% | $5,567+53.7% |
| Admin fee / account holder | $9 | $56-83.4% | $15,916-99.9% | $79-88.3% |