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 | $1,848,149 |
MERCER3+ years Filed as: MERCER US INC. Service code 38 · EIN 13-2834414 | Participant Communication | $210,282 |
RR DONNELLEY1 year Service code 36 · EIN 36-1004130 | Copying and duplicating | $84,252 |
VINSON & ELKINS LLP3+ years Service code 29 · EIN 74-1183015 | Legal | $55,974 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR, INC. Service code 38 · EIN 36-3297908 | Participant Communication | $44,100 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $38,500 |
QDRO CONSULTANTS COMPANY, LLC3+ years Service code 16 · EIN 34-1820650 | Consulting | $35,700 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,606 | $80,976+50.2% | $118,746+2.4% | $80,976+50.2% |
| Participation rate | 97.4% | 68.3%+29.1pp | 78.3%+19.1pp | 68.3%+29.1pp |
| Annual return | 13.74% | 22.91%-9.2pp | 24.54%-10.8pp | 22.91%-9.2pp |
| Employer contribution / active EE | $4,737 | $2,402+97.2% | $4,193+13.0% | $2,402+97.2% |
| Participant deferral / active EE | $6,303 | $3,848+63.8% | $5,332+18.2% | $3,848+63.8% |
| Admin fee / account holder | $59 | $67-12.2% | $10,720-99.4% | $67-12.2% |