Filed November 9, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVT. INST. OPS. CO. INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $585,284 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $541,290 |
MERCER4 years Filed as: MERCER INVESTMENT ADVISERS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $319,041 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,136 | $99,062+90.9% | $100,391+88.4% | $99,062+90.9% |
| Participation rate | 98.8% | 71.6%+27.1pp | 81.5%+17.3pp | 71.6%+27.1pp |
| Annual return | 16.35% | 17.66%-1.3pp | 49.20%-32.9pp | 17.66%-1.3pp |
| Employer contribution / active EE | $6,912 | $3,262+111.9% | $3,942+75.4% | $3,262+111.9% |
| Participant deferral / active EE | $11,825 | $5,331+121.8% | $8,082+46.3% | $5,331+121.8% |
| Admin fee / account holder | $115 | $109+5.4% | $7,899-98.5% | $109+5.4% |