Filed March 30, 2010
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 64 · EIN 04-3532603 | Recordkeeping Fees | $1,226,366 |
MERCER1 year Filed as: MERCER (US) LLC Service code 38 · EIN 13-2834414 | Participant Communication | $212,635 |
VINSON & ELKINS LLP11+ years Service code 29 · EIN 74-1183015 | Legal | $42,839 |
WEAVER AND TIDWELL, LLP9 years Service code 10 · EIN 75-0786316 | Accounting | $32,550 |
QDRO CONSULTANTS COMPANY, LLC11+ years Service code 16 · EIN 34-1820650 | Consulting | $16,250 |
Filed as: STRATEGIC BENEFITS ADVISORS, INC. Service code 16 · EIN 03-0415817 | Consulting | $10,306 |
NORTHERN TRUST COMPANY7 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $7,784 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,051 | $140,769+52.8% | $180,183+19.4% | $140,769+52.8% |
| Participation rate | 97.8% | 74.2%+23.7pp | 77.4%+20.4pp | 74.2%+23.7pp |
| Annual return | 15.23% | 16.82%-1.6pp | 27.86%-12.6pp | 16.82%-1.6pp |
| Employer contribution / active EE | $9,154 | $3,906+134.4% | $5,039+81.7% | $3,906+134.4% |
| Participant deferral / active EE | $11,986 | $6,717+78.4% | $6,822+75.7% | $6,717+78.4% |
| Admin fee / account holder | $68 | $229-70.2% | $19,975-99.7% | $229-70.2% |