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 | $1,415,032 |
MERCER4 years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 38 · EIN 13-2834414 | Participant Communication | $248,575 |
WEAVER AND TIDWELL, LLP6 years Service code 10 · EIN 75-0786316 | Accounting | $30,076 |
QDRO CONSULTANTS COMPANY, LLC8+ years Service code 16 · EIN 34-1820650 | Consulting | $12,600 |
VINSON & ELKINS LLP8+ years Service code 29 · EIN 74-1183015 | Legal | $6,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,329 | $89,394+61.5% | $129,110+11.8% | $89,394+61.5% |
| Participation rate | 96.6% | 71.3%+25.3pp | 77.3%+19.3pp | 71.3%+25.3pp |
| Annual return | -12.74% | -11.89%-0.9pp | -10.94%-1.8pp | -11.89%-0.9pp |
| Employer contribution / active EE | $6,783 | $3,022+124.5% | $5,052+34.3% | $3,022+124.5% |
| Participant deferral / active EE | $9,045 | $5,123+76.5% | $6,542+38.3% | $5,123+76.5% |
| Admin fee / account holder | $65 | $79-18.4% | $14,302-99.5% | $79-18.4% |