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 | $2,223,308 |
MERCER4+ years Filed as: MERCER US INC. Service code 38 · EIN 13-2834414 | Participant Communication | $150,221 |
RR DONNELLEY1 year Filed as: R.R DONNELLEY AND SONS COMPANY Service code 36 · EIN 36-1004130 | Copying and duplicating | $141,373 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR, INC. Service code 38 · EIN 36-3297908 | Participant Communication | $44,100 |
WEAVER AND TIDWELL, LLP2 years Service code 10 · EIN 75-0786316 | Accounting | $30,000 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 70 · EIN 13-2638166 | Consulting Fees | $25,000 |
QDRO CONSULTANTS COMPANY, LLC4+ years Service code 16 · EIN 34-1820650 | Consulting | $20,300 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS, LLC Service code 16 · EIN 82-1061233 | Consulting | $10,540 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $6,174 |
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 | $113,682 | $73,367+55.0% | $111,392+2.1% | $73,367+55.0% |
| Participation rate | 97.9% | 69.5%+28.4pp | 78.9%+19.0pp | 69.5%+28.4pp |
| Annual return | -4.73% | 173.45%-178.2pp | -2.06%-2.7pp | 173.45%-178.2pp |
| Employer contribution / active EE | $5,232 | $2,499+109.4% | $4,328+20.9% | $2,499+109.4% |
| Participant deferral / active EE | $7,064 | $4,033+75.2% | $5,567+26.9% | $4,033+75.2% |
| Admin fee / account holder | $69 | $68+0.6% | $12,266-99.4% | $68+0.6% |