Filed September 25, 2008
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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 16 · EIN 30-0282430 | Consulting | $43,711 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $22,000 |
Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $20,030 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,642 | $66,310-19.1% | $93,606-42.7% | $65,185-17.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 19.67% | 42.58%-22.9pp | 32.76%-13.1pp | 29.38%-9.7pp |
| Employer contribution / active EE | $4,329 | $2,012+115.2% | $2,718+59.3% | $2,177+98.9% |
| Participant deferral / active EE | $5,062 | $3,342+51.5% | $4,069+24.4% | $3,514+44.1% |
| Admin fee / account holder | $463 | $6,897-93.3% | $7,888-94.1% | $847-45.3% |