Filed February 25, 2010
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+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $579,116 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNISKNUPP INC. Service code 20 · EIN 27-2436452 | Trustee (individual); Direct payment ... | $308,483 |
US BANK1+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 84-0892519 | Bank Trustee | $118,234 |
ANTON COLLINS MITCHELL LLP1+ years Service code 10 · EIN 01-0724563 | Accounting | $12,400 |
See 1 actuary disclosure. $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.
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 | $0 | $381,942,733-100.0% | $264,156-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 0.0%0pp |
| Annual return | -1.17% | 9.19%-10.4pp | 4.74%-5.9pp | 9.19%-10.4pp |
| Employer contribution / active EE | $13,825 | $12,608+9.6% | $46,220-70.1% | $12,608+9.6% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $248-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,050-100.0% | $2,655,710-100.0% |