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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $548,496 |
Filed as: FIDELITY INVT. INST. OPS. CO. INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $534,584 |
MERCER1 year Filed as: MERCER INVESTMENT ADVISERS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $132,061 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,968 | $112,156+52.4% | $108,410+57.7% | $101,517+68.4% |
| Participation rate | 93.7% | 83.2%+10.4pp | 80.1%+13.5pp | 74.6%+19.1pp |
| Annual return | 15.04% | 15.85%-0.8pp | 905.27%-890.2pp | 21.00%-6.0pp |
| Employer contribution / active EE | $6,209 | $3,067+102.4% | $3,558+74.5% | $2,973+108.8% |
| Participant deferral / active EE | $9,426 | $6,696+40.8% | $6,563+43.6% | $4,873+93.4% |
| Admin fee / account holder | $102 | $75+36.9% | $7,295-98.6% | $139-26.8% |