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 | Account maintenance fees; Float reven... | $1,149,553 |
MERCER5+ years Filed as: MERCER HR SERVICES, LLC Service code 11 · EIN 20-1932099 | Actuarial | $142,667 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $18,900 |
SEYFARTH SHAW LLP2 years Filed as: SEYFARTH SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $12,897 |
NATIONAL FINANCIAL SERVICES3 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 | $93,206 | $121,259-23.1% | $162,163-42.5% | $89,569+4.1% |
| Participation rate | 98.5% | 90.0%+8.5pp | 87.6%+10.9pp | 69.6%+28.9pp |
| Annual return | 22.07% | 22.23%-0.2pp | 115.59%-93.5pp | 34.56%-12.5pp |
| Employer contribution / active EE | $3,386 | $4,435-23.6% | $5,614-39.7% | $2,584+31.0% |
| Participant deferral / active EE | $7,360 | $6,620+11.2% | $7,298+0.9% | $4,220+74.4% |
| Admin fee / account holder | $61 | $101-39.8% | $10,843-99.4% | $72-15.2% |