Filed September 26, 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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 50 · EIN 30-0282430 | Direct Payment | $438,854 |
Filed as: FIDELITY INV INST OPS CO Service code 10 · EIN 04-2647786 | Accounting | $212,864 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON CONSULTING Service code 11 · EIN 53-0181291 | Actuarial | $164,606 |
ERNST & YOUNG LLP9+ years Service code 10 · EIN 34-6565596 | Accounting | $104,050 |
THOMPSON HINE7 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $52,790 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK NA Service code 21 · EIN 13-4994650 | Bank Trustee | $45,000 |
MOSS ADAMS LLP9+ years Service code 10 · EIN 91-0189318 | Accounting | $19,800 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $331,632-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 48.3%-48.3pp | 2.4%-2.4pp |
| Annual return | 9.67% | 22.81%-13.1pp | 10.59%-0.9pp | 22.81%-13.1pp |
| Employer contribution / active EE | $63,187 | $18,290+245.5% | $43,976+43.7% | $18,290+245.5% |
| Participant deferral / active EE | $0 | $603-100.0% | $166-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $25,063-100.0% | $85,222-100.0% |