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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $218,587 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $143,351 |
Filed as: FIDELITY INVT. INST. OPS. CO. INC Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVT. INST. OPS. CO. INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,404 | $85,590+11.5% | $73,307+30.1% | $69,651+37.0% |
| Participation rate | 72.7% | 78.5%-5.8pp | 74.9%-2.3pp | 66.6%+6.1pp |
| Annual return | 1.99% | 29.41%-27.4pp | 5.67%-3.7pp | 53.77%-51.8pp |
| Employer contribution / active EE | $2,114 | $2,537-16.7% | $3,237-34.7% | $2,241-5.6% |
| Participant deferral / active EE | $4,981 | $5,237-4.9% | $4,991-0.2% | $3,635+37.0% |
| Admin fee / account holder | $0 | $72-100.0% | $5,637-100.0% | $63-100.0% |