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 | $1,574,862 |
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 38 · EIN 61-0736136 | Participant Communication | $284,206 |
WEAVER AND TIDWELL, LLP4 years Service code 10 · EIN 75-0786316 | Accounting | $29,400 |
QDRO CONSULTANTS COMPANY, LLC6+ years Service code 16 · EIN 34-1820650 | Consulting | $24,500 |
VINSON & ELKINS LLP6+ years Service code 29 · EIN 74-1183015 | Legal | $14,644 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,121 | $106,222+53.6% | $138,135+18.1% | $106,222+53.6% |
| Participation rate | 97.9% | 70.8%+27.1pp | 78.7%+19.2pp | 70.8%+27.1pp |
| Annual return | 8.09% | 21.69%-13.6pp | 20.51%-12.4pp | 21.69%-13.6pp |
| Employer contribution / active EE | $4,028 | $2,723+47.9% | $5,587-27.9% | $2,723+47.9% |
| Participant deferral / active EE | $10,267 | $4,600+123.2% | $6,431+59.6% | $4,600+123.2% |
| Admin fee / account holder | $73 | $78-7.5% | $11,856-99.4% | $78-7.5% |