Filed April 30, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $775,393 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,437 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $50,000 |
TEST1 year Service code 99 123 STREET · ERLANGER, KY 41018 | Other Fees | $5,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,446 | $57,150-29.2% | $93,606-56.8% | $106,382-62.0% |
| Participation rate | 53.9% | 49.1%+4.8pp | 68.7%-14.8pp | 69.9%-16.0pp |
| Annual return | 14.76% | 15.81%-1.1pp | 133.20%-118.4pp | 17.37%-2.6pp |
| Employer contribution / active EE | $949 | $1,015-6.5% | $2,420-60.8% | $3,364-71.8% |
| Participant deferral / active EE | $1,986 | $1,853+7.2% | $4,411-55.0% | $5,569-64.3% |
| Admin fee / account holder | $67 | $64+4.1% | $8,285-99.2% | $79-15.5% |