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 |
|---|---|---|
Filed as: FIDELITY INVT. INST. OPS. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $852,074 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $331,486 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING Service code 17 · EIN 61-0736136 | Pension Consulting | $202,288 |
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 | $111,152 | $177,276-37.3% | $90,160+23.3% | $177,276-37.3% |
| Participation rate | 90.9% | 74.8%+16.1pp | 76.9%+14.0pp | 74.8%+16.1pp |
| Annual return | 18.15% | 21.25%-3.1pp | 34.88%-16.7pp | 21.25%-3.1pp |
| Employer contribution / active EE | $3,859 | $2,479+55.7% | $3,318+16.3% | $2,479+55.7% |
| Participant deferral / active EE | $6,559 | $3,881+69.0% | $5,288+24.1% | $3,881+69.0% |
| Admin fee / account holder | $115 | $154-25.2% | $5,943-98.1% | $154-25.2% |