Filed December 25, 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 |
|---|---|---|
MERCER3+ years Filed as: MERCER CONSULTANTS Service code 70 · EIN 61-0736136 | Consulting Fees | $42,033 |
PERKINS & CO1 year Service code 10 · EIN 93-0928924 | Accounting | $21,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $16,502 |
WINSTON & STRAWN LLP1 year Filed as: WINSTON AND STRAWN LLP Service code 70 · EIN 36-1975990 | Consulting Fees | $9,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $146,964 | $80,360+82.9% | $90,160+63.0% | $77,958+88.5% |
| Participation rate | 68.3% | 81.9%-13.6pp | 76.9%-8.6pp | 71.6%-3.3pp |
| Annual return | 16.86% | 24.56%-7.7pp | 34.88%-18.0pp | 20.87%-4.0pp |
| Employer contribution / active EE | $3,128 | $2,326+34.5% | $3,318-5.7% | $2,310+35.4% |
| Participant deferral / active EE | $6,670 | $5,829+14.4% | $5,288+26.1% | $3,537+88.6% |
| Admin fee / account holder | $48 | $64-24.6% | $5,943-99.2% | $97-50.6% |