Filed April 9, 2006
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, INC. Service code 27 · EIN 30-0282430 | Advisory (Plan) | $40,709 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $28,182 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $13,787 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,977 | $81,908-46.3% | $90,749-51.5% | $64,808-32.1% |
| Participation rate | 75.7% | 80.5%-4.7pp | 75.7%+0.1pp | 71.5%+4.3pp |
| Annual return | -17.05% | -12.53%-4.5pp | -12.16%-4.9pp | 32.82%-49.9pp |
| Employer contribution / active EE | $636 | $3,065-79.3% | $2,921-78.2% | $2,506-74.6% |
| Participant deferral / active EE | $4,095 | $4,840-15.4% | $4,564-10.3% | $4,310-5.0% |
| Admin fee / account holder | $150 | $157-4.5% | $8,445-98.2% | $188-20.1% |