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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-3532603 | Recordkeeping Fees | $1,339,476 |
MERCER6 years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 38 · EIN 13-2834414 | Participant Communication | $293,053 |
WEAVER AND TIDWELL, LLP8 years Service code 10 · EIN 75-0786316 | Accounting | $32,550 |
QDRO CONSULTANTS COMPANY, LLC10+ years Service code 16 · EIN 34-1820650 | Consulting | $13,050 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $7,561 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,956 | $106,382+74.8% | $153,485+21.2% | $106,382+74.8% |
| Participation rate | 97.9% | 69.9%+28.0pp | 77.1%+20.8pp | 69.9%+28.0pp |
| Annual return | 11.85% | 17.37%-5.5pp | 15.65%-3.8pp | 17.37%-5.5pp |
| Employer contribution / active EE | $7,298 | $3,364+117.0% | $5,039+44.8% | $3,364+117.0% |
| Participant deferral / active EE | $10,985 | $5,569+97.3% | $6,757+62.6% | $5,569+97.3% |
| Admin fee / account holder | $69 | $79-12.6% | $12,724-99.5% | $79-12.6% |