Filed September 29, 2006 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $159,753 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $55,000 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $25,900 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$56,528 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $413,895 | $110,282+275.3% | $102,438+304.0% | $199,768+107.2% |
| Participation rate | 98.5% | 86.3%+12.2pp | 76.5%+22.0pp | 72.0%+26.5pp |
| Annual return | 15.08% | 35.75%-20.7pp | 29.37%-14.3pp | 34.26%-19.2pp |
| Employer contribution / active EE | $5,310 | $3,603+47.4% | $3,024+75.6% | $3,037+74.9% |
| Participant deferral / active EE | $13,414 | $6,376+110.4% | $5,054+165.4% | $5,090+163.6% |
| Admin fee / account holder | $173 | $122+41.2% | $9,448-98.2% | $269-35.8% |