Filed January 29, 2014
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 |
|---|---|---|
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $327,509 |
Service code 12 · EIN 13-3689044 | Float revenue; Finders' fees / placem... | $51,997 |
SEYFARTH SHAW LLP3+ years Service code 29 · EIN 36-2152202 131 SOUTH DEARBORN, SUITE 2400 · CHICAGO, IL 60603 | Legal | $46,253 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 20 STANWIX ST, SUITE 800 · PITTSBURGH, PA 15222 | Accounting | $19,000 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $84,355 | $112,134-24.8% | $149,718-43.7% | $80,976+4.2% |
| Participation rate | 96.7% | 87.3%+9.5pp | 87.1%+9.7pp | 68.3%+28.5pp |
| Annual return | 15.67% | 17.23%-1.6pp | 1501.63%-1486.0pp | 22.91%-7.2pp |
| Employer contribution / active EE | $3,549 | $3,991-11.1% | $5,445-34.8% | $2,402+47.7% |
| Participant deferral / active EE | $5,601 | $6,036-7.2% | $6,569-14.7% | $3,848+45.5% |
| Admin fee / account holder | $21 | $109-80.6% | $11,283-99.8% | $67-68.6% |