Filed November 9, 2005
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $451,356 |
Filed as: FOCUS PARTNERS Service code 10 · EIN 90-0751149 | Accounting | $75,000 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $41,935 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $37,183 |
KLR1 year Service code 10 · EIN 05-0409384 | Accounting | $21,725 |
Form 5500 reported that benefits due were not provided when due.
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 | $223,259 | $103,641+115.4% | $107,525+107.6% | $102,872+117.0% |
| Participation rate | 93.9% | 79.4%+14.5pp | 75.1%+18.8pp | 73.0%+20.8pp |
| Annual return | 15.41% | 13.08%+2.3pp | 181.32%-165.9pp | 19.06%-3.7pp |
| Employer contribution / active EE | $9,013 | $5,096+76.9% | $3,754+140.1% | $3,526+155.6% |
| Participant deferral / active EE | $11,654 | $3,789+207.6% | $5,116+127.8% | $5,535+110.6% |
| Admin fee / account holder | $131 | $276-52.5% | $8,919-98.5% | $292-55.1% |