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 |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $78,269 |
PARTNERCOMM, INC2 years Filed as: PARTNERCOMM, INC. Service code 16 · EIN 75-2541310 | Consulting | $51,579 |
COVINGTON & BURLING LLP2 years Filed as: COVINGTON & BURLING, LLP Service code 27 · EIN 53-0188411 | Advisory (Plan) | $50,400 |
MERCER7+ years Filed as: MERCER (US), INC. Service code 16 · EIN 13-2834414 | Consulting | $45,000 |
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 | $162,710 | $68,062+139.1% | $185,823-12.4% | $106,520+52.8% |
| Participation rate | 98.6% | 75.2%+23.3pp | 81.7%+16.9pp | 71.3%+27.2pp |
| Annual return | 13.07% | 18.20%-5.1pp | 122.05%-109.0pp | 19.28%-6.2pp |
| Employer contribution / active EE | $6,923 | $1,997+246.6% | $5,167+34.0% | $2,840+143.7% |
| Participant deferral / active EE | $7,744 | $3,990+94.1% | $5,568+39.1% | $4,948+56.5% |
| Admin fee / account holder | $8 | $53-84.7% | $16,237-100.0% | $75-89.1% |