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 |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN P. C. Service code 10 · EIN 43-1947695 | Accounting | $89,544 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 99 · EIN 53-0181291 | Other Fees | $72,767 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $13,006 |
CRAVATH, SWAINE & MOORE LLP2 years Service code 29 · EIN 13-5015405 | Legal | $5,753 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,010 | $61,756+249.8% | $70,092+208.2% | $77,904+177.3% |
| Participation rate | 99.5% | 79.9%+19.6pp | 70.5%+29.0pp | 73.7%+25.8pp |
| Annual return | -12.29% | -11.86%-0.4pp | 190.73%-203.0pp | 12.21%-24.5pp |
| Employer contribution / active EE | $9,037 | $2,706+233.9% | $2,559+253.2% | $2,848+217.3% |
| Participant deferral / active EE | $10,838 | $3,977+172.5% | $3,849+181.6% | $4,806+125.5% |
| Admin fee / account holder | $53 | $101-47.2% | $6,267-99.1% | $133-59.7% |