Filed June 28, 2011 (most recent of 5 filings on file)
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 |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $93,424 |
HAGER STRATEGIC1 year Filed as: HAGER STRATEGIC, INC. Service code 16 1320 19TH STREET NW · WASHINGTON, DC 20036 | Consulting | $11,288 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $53,288 | $62,928-15.3% | $172,739-69.2% | $67,579-21.1% |
| Participation rate | 99.1% | 64.5%+34.7pp | 82.6%+16.5pp | 71.3%+27.9pp |
| Annual return | 12.08% | 30.36%-18.3pp | 802.84%-790.8pp | 378.56%-366.5pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $119 | $167-28.7% | $13,954-99.1% | $142-16.5% |