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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $136,481 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $55,000 |
MCM CPAS & ADVISORS LLP6 years Service code 10 · EIN 27-1235638 | Accounting | $26,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,636 |
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 | $368,879 | $104,697+252.3% | $96,544+282.1% | $80,160+360.2% |
| Participation rate | 98.5% | 86.4%+12.1pp | 76.0%+22.5pp | 72.9%+25.6pp |
| Annual return | 18.90% | 21.78%-2.9pp | 25.84%-6.9pp | 40.38%-21.5pp |
| Employer contribution / active EE | $5,353 | $3,536+51.4% | $2,965+80.5% | $2,978+79.8% |
| Participant deferral / active EE | $13,306 | $6,188+115.0% | $4,851+174.3% | $5,017+165.2% |
| Admin fee / account holder | $176 | $107+65.0% | $8,252-97.9% | $145+21.5% |