Filed February 3, 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 |
|---|---|---|
MERCER5 years Filed as: MERCER (US), INC Service code 17 · EIN 13-2834414 | Pension Consulting | $29,165 |
GRANT THORNTON LLP5 years Service code 10 · EIN 36-6055558 | Accounting | $25,620 |
Filed as: FIDELITY INVEST. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Filed as: FIDELITY INVEST.INST. OPER. CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVEST.INST. OPER. CO. Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $185,976 | $105,581+76.1% | $70,449+164.0% | $90,288+106.0% |
| Participation rate | 94.0% | 77.5%+16.5pp | 75.1%+19.0pp | 73.4%+20.7pp |
| Annual return | 13.72% | 14.78%-1.1pp | 109.03%-95.3pp | 53.97%-40.2pp |
| Employer contribution / active EE | $6,655 | $3,304+101.4% | $2,737+143.2% | $2,524+163.7% |
| Participant deferral / active EE | $8,130 | $3,813+113.2% | $3,709+119.2% | $4,232+92.1% |
| Admin fee / account holder | $16 | $68-76.2% | $3,845-99.6% | $114-85.9% |