Filed May 25, 2005 (most recent of 3 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 60 · EIN 04-2647786 | Sub-TA Fees | $915,753 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $58,441 |
Service code 70 · EIN 13-4008324 | Consulting Fees | $46,129 |
ARY ROEPCKE MULCHAEY, P.C.2 years Filed as: ARY ROEPCKE MULCHAEY PC Service code 10 · EIN 52-2370901 | Accounting | $34,000 |
BAKERHOSTETLER1 year Service code 29 · EIN 34-0082025 | Legal | $13,557 |
Filed as: PORTER WRIGHT Service code 29 · EIN 31-4373657 | Legal | $5,731 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,942 | $96,381-49.2% | $140,016-65.0% | $73,367-33.3% |
| Participation rate | 98.4% | 90.1%+8.3pp | 87.5%+10.9pp | 69.5%+28.9pp |
| Annual return | 0.16% | -4.30%+4.5pp | 651.12%-651.0pp | 173.45%-173.3pp |
| Employer contribution / active EE | $2,894 | $4,168-30.6% | $5,606-48.4% | $2,499+15.8% |
| Participant deferral / active EE | $4,924 | $6,186-20.4% | $6,927-28.9% | $4,033+22.1% |
| Admin fee / account holder | $55 | $100-45.4% | $10,705-99.5% | $68-20.2% |