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.3 years Filed as: MAYER HOFFMAN MCCANN P. C. Service code 10 · EIN 43-1947695 | Accounting | $76,117 |
JONES DAY9+ years Service code 29 · EIN 34-0319085 | Legal | $20,623 |
CRAVATH, SWAINE & MOORE LLP3 years Service code 29 · EIN 13-5015405 | Legal | $15,116 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $11,315 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,417 | $73,034+216.9% | $77,163+199.9% | $80,160+188.7% |
| Participation rate | 99.3% | 78.1%+21.2pp | 69.6%+29.7pp | 72.9%+26.4pp |
| Annual return | 12.86% | 18.56%-5.7pp | 37.87%-25.0pp | 40.38%-27.5pp |
| Employer contribution / active EE | $8,808 | $2,779+216.9% | $2,535+247.5% | $2,978+195.8% |
| Participant deferral / active EE | $10,802 | $4,140+160.9% | $3,833+181.8% | $5,017+115.3% |
| Admin fee / account holder | $35 | $104-66.7% | $5,472-99.4% | $145-76.2% |