Filed October 21, 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 |
|---|---|---|
Filed as: MAYER HOFFMAN MCCANN P. C. Service code 10 · EIN 43-1947695 | Accounting | $50,000 |
JONES DAY7+ years Service code 16 · EIN 34-0319085 | Consulting | $37,695 |
Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $27,233 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $19,559 |
Service code 29 · EIN 13-5015405 | Legal | $8,071 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,613 | $77,197+233.7% | $86,874+196.5% | $93,030+176.9% |
| Participation rate | 99.6% | 78.2%+21.4pp | 71.6%+28.0pp | 73.9%+25.7pp |
| Annual return | 13.08% | 16.31%-3.2pp | 63.52%-50.4pp | 158.70%-145.6pp |
| Employer contribution / active EE | $9,463 | $2,514+276.4% | $2,495+279.2% | $2,706+249.7% |
| Participant deferral / active EE | $11,421 | $3,831+198.2% | $3,699+208.8% | $4,562+150.3% |
| Admin fee / account holder | $47 | $105-55.4% | $5,828-99.2% | $152-69.1% |