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 |
|---|---|---|
Service code 64 · EIN 04-3532603 | Recordkeeping Fees | $2,133,873 |
MERCER2+ years Filed as: MERCER US INC. Service code 38 · EIN 13-2834414 | Participant Communication | $241,156 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR, INC. Service code 38 · EIN 36-3297908 | Participant Communication | $44,618 |
WEAVER LLP2+ years Service code 10 · EIN 75-0786316 | Accounting | $39,500 |
VINSON & ELKINS LLP2+ years Service code 29 · EIN 74-1183015 | Legal | $37,985 |
QDRO CONSULTANTS COMPANY, LLC2+ years Service code 16 · EIN 34-1820650 | Consulting | $35,000 |
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 | $126,719 | $329,111-61.5% | $105,722+19.9% | $329,111-61.5% |
| Participation rate | 97.9% | 67.9%+30.1pp | 78.9%+19.0pp | 67.9%+30.1pp |
| Annual return | 7.82% | 16.35%-8.5pp | 12.25%-4.4pp | 16.35%-8.5pp |
| Employer contribution / active EE | $3,338 | $2,303+44.9% | $4,079-18.2% | $2,303+44.9% |
| Participant deferral / active EE | $7,286 | $3,682+97.9% | $5,326+36.8% | $3,682+97.9% |
| Admin fee / account holder | $73 | $754-90.3% | $8,308-99.1% | $754-90.3% |