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 |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 16 · EIN 61-0736136 | Consulting | $90,000 |
PARTNERCOMM, INC1 year Filed as: PARTNERCOMM, INC. Service code 16 · EIN 75-2541310 | Consulting | $83,099 |
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $32,609 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $30,000 |
COVINGTON & BURLING LLP1 year Filed as: COVINGTON & BURLING, LLP Service code 27 · EIN 53-0188411 | Advisory (Plan) | $12,150 |
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 | $152,266 | $66,513+128.9% | $178,490-14.7% | $106,222+43.3% |
| Participation rate | 99.5% | 73.8%+25.7pp | 81.9%+17.6pp | 70.8%+28.7pp |
| Annual return | 16.88% | 21.81%-4.9pp | 151.07%-134.2pp | 21.69%-4.8pp |
| Employer contribution / active EE | $5,443 | $1,776+206.5% | $5,011+8.6% | $2,723+99.9% |
| Participant deferral / active EE | $7,317 | $3,679+98.9% | $5,202+40.7% | $4,600+59.1% |
| Admin fee / account holder | $9 | $53-82.4% | $13,984-99.9% | $78-88.0% |