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 |
|---|---|---|
MERCER1 year Filed as: MERCER (US) INC Service code 13 · EIN 13-2834414 | Contract Administrator | $127,500 |
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $122,028 |
COVINGTON & BURLING LLP1 year Service code 27 · EIN 53-0188411 | Advisory (Plan) | $37,286 |
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 | $135,261 | $83,057+62.9% | $143,757-5.9% | $89,394+51.3% |
| Participation rate | 95.8% | 74.0%+21.8pp | 80.3%+15.5pp | 71.3%+24.5pp |
| Annual return | -14.86% | -13.97%-0.9pp | -0.04%-14.8pp | -11.89%-3.0pp |
| Employer contribution / active EE | $7,507 | $2,095+258.3% | $4,951+51.6% | $3,022+148.4% |
| Participant deferral / active EE | $7,769 | $4,281+81.5% | $5,637+37.8% | $5,123+51.6% |
| Admin fee / account holder | $10 | $83-88.1% | $14,673-99.9% | $79-87.5% |