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 15 · EIN 04-2647786 | Recordkeeping | $756,563 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $366,476 |
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $126,962 |
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 | $106,865 | $68,904+55.1% | $83,333+28.2% | $68,904+55.1% |
| Participation rate | 90.2% | 74.1%+16.1pp | 77.8%+12.4pp | 74.1%+16.1pp |
| Annual return | -3.95% | 1.07%-5.0pp | 10.63%-14.6pp | 1.07%-5.0pp |
| Employer contribution / active EE | $4,345 | $2,540+71.0% | $3,379+28.6% | $2,540+71.0% |
| Participant deferral / active EE | $6,980 | $4,015+73.8% | $5,565+25.4% | $4,015+73.8% |
| Admin fee / account holder | $104 | $71+45.8% | $7,510-98.6% | $71+45.8% |