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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Participan... | $1,029,383 |
MERCER4+ years Filed as: MERCER HR SERVICES, LLC Service code 11 · EIN 20-1932099 | Actuarial | $35,120 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $32,599 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW & KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $19,000 |
NATIONAL FINANCIAL SERVICES2 years 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 | $76,517 | $96,381-20.6% | $140,016-45.4% | $73,367+4.3% |
| Participation rate | 97.8% | 90.1%+7.7pp | 87.5%+10.3pp | 69.5%+28.4pp |
| Annual return | -4.19% | -4.30%+0.1pp | 651.12%-655.3pp | 173.45%-177.6pp |
| Employer contribution / active EE | $2,890 | $4,168-30.7% | $5,606-48.4% | $2,499+15.7% |
| Participant deferral / active EE | $6,411 | $6,186+3.6% | $6,927-7.5% | $4,033+59.0% |
| Admin fee / account holder | $55 | $100-45.1% | $10,705-99.5% | $68-19.9% |