Filed October 18, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $467,405 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING, INC Service code 70 · EIN 61-0736136 | Consulting Fees | $61,822 |
JELLYVISION LAB, INC.1 year Filed as: THE JELLYVISION LAB, INC Service code 38 · EIN 36-4442819 | Participant Communication | $29,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $65,545 | $38,032+72.3% | $87,507-25.1% | $329,111-80.1% |
| Participation rate | 61.4% | 43.3%+18.1pp | 73.8%-12.5pp | 67.9%-6.5pp |
| Annual return | 7.92% | 7.09%+0.8pp | 12.21%-4.3pp | 16.35%-8.4pp |
| Employer contribution / active EE | $1,485 | $677+119.5% | $2,550-41.7% | $2,303-35.5% |
| Participant deferral / active EE | $2,070 | $1,260+64.3% | $3,149-34.2% | $3,682-43.8% |
| Admin fee / account holder | $66 | $50+32.4% | $4,221-98.4% | $754-91.3% |