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 | $617,789 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $499,421 |
MERCER3 years Filed as: MERCER INVESTMENT ADVISERS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $105,068 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,646 | $103,482+55.2% | $94,646+69.7% | $103,482+55.2% |
| Participation rate | 98.7% | 73.3%+25.4pp | 80.8%+17.8pp | 73.3%+25.4pp |
| Annual return | 20.03% | 33.11%-13.1pp | 156.71%-136.7pp | 33.11%-13.1pp |
| Employer contribution / active EE | $6,652 | $3,208+107.4% | $3,672+81.2% | $3,208+107.4% |
| Participant deferral / active EE | $10,754 | $5,207+106.5% | $7,418+45.0% | $5,207+106.5% |
| Admin fee / account holder | $95 | $114-16.8% | $7,231-98.7% | $114-16.8% |