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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 16 · EIN 61-0736136 | Consulting | $90,000 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $68,776 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $63,289 |
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 | $136,025 | $58,202+133.7% | $172,739-21.3% | $89,569+51.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 19.41% | 61.59%-42.2pp | 802.84%-783.4pp | 34.56%-15.1pp |
| Employer contribution / active EE | $4,834 | $1,759+174.9% | $5,143-6.0% | $2,584+87.1% |
| Participant deferral / active EE | $6,719 | $3,335+101.5% | $5,198+29.3% | $4,220+59.2% |
| Admin fee / account holder | $10 | $53-80.3% | $13,954-99.9% | $72-85.5% |