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 | $1,505,782 |
MERCER5 years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 38 · EIN 13-2834414 | Participant Communication | $185,582 |
WEAVER AND TIDWELL, LLP7 years Service code 10 · EIN 75-0786316 | Accounting | $31,930 |
VINSON & ELKINS LLP9+ years Service code 29 · EIN 74-1183015 | Legal | $10,000 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $9,940 |
QDRO CONSULTANTS COMPANY, LLC9+ years Service code 16 · EIN 34-1820650 | Consulting | $7,350 |
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 | $163,336 | $96,393+69.4% | $142,449+14.7% | $96,393+69.4% |
| Participation rate | 98.4% | 71.3%+27.2pp | 76.8%+21.7pp | 71.3%+27.2pp |
| Annual return | 14.95% | 22.88%-7.9pp | 19.99%-5.0pp | 22.88%-7.9pp |
| Employer contribution / active EE | $7,552 | $3,238+133.2% | $4,847+55.8% | $3,238+133.2% |
| Participant deferral / active EE | $10,202 | $5,455+87.0% | $6,283+62.4% | $5,455+87.0% |
| Admin fee / account holder | $67 | $74-8.8% | $10,011-99.3% | $74-8.8% |