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 | $922,076 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $560,125 |
MERCER2 years Filed as: MERCER INVESTMENT ADVISERS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $195,440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,089 | $83,595+60.4% | $86,436+55.1% | $78,044+71.8% |
| Participation rate | 96.9% | 81.9%+15.0pp | 80.3%+16.5pp | 74.4%+22.4pp |
| Annual return | -16.50% | -10.64%-5.9pp | 4394.89%-4411.4pp | 10.87%-27.4pp |
| Employer contribution / active EE | $6,174 | $3,111+98.5% | $3,769+63.8% | $3,125+97.6% |
| Participant deferral / active EE | $9,764 | $6,427+51.9% | $6,952+40.5% | $5,084+92.0% |
| Admin fee / account holder | $133 | $82+61.0% | $6,731-98.0% | $79+68.2% |