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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $236,388 |
Filed as: FIDELITY INVT. INST. OPS. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $162,994 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $96,107 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ASSOCIATES Service code 38 · EIN 36-2235791 | Participant Communication | $6,158 |
Filed as: FIDELITY INVT. INST. OPS. CO. INC Service code 60 | Sub-TA Fees | $0 |
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 | $98,008 | $65,292+50.1% | $80,975+21.0% | $65,292+50.1% |
| Participation rate | 84.9% | 72.4%+12.4pp | 75.8%+9.1pp | 72.4%+12.4pp |
| Annual return | 7.43% | 11.84%-4.4pp | 17.10%-9.7pp | 11.84%-4.4pp |
| Employer contribution / active EE | $3,210 | $2,302+39.5% | $3,714-13.6% | $2,302+39.5% |
| Participant deferral / active EE | $6,011 | $3,579+68.0% | $5,696+5.5% | $3,579+68.0% |
| Admin fee / account holder | $44 | $57-23.1% | $5,516-99.2% | $57-23.1% |