Filed December 3, 2014 (most recent of 2 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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 17 · EIN 30-0282430 | Pension Consulting | $45,000 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES LLC Service code 17 · EIN 06-1685865 | Pension Consulting | $15,000 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,829 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$54,158 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $591,920 | $136,307+334.3% | $177,821+232.9% | $73,488+705.5% |
| Participation rate | 98.1% | 86.1%+12.0pp | 87.7%+10.4pp | 70.7%+27.4pp |
| Annual return | 18.95% | 18.68%+0.3pp | 48.32%-29.4pp | 28.51%-9.6pp |
| Employer contribution / active EE | $25,005 | $3,712+573.6% | $5,918+322.5% | $2,270+1001.5% |
| Participant deferral / active EE | $16,973 | $5,829+191.2% | $7,714+120.0% | $3,740+353.9% |
| Admin fee / account holder | $46 | $596-92.3% | $12,427-99.6% | $513-91.0% |