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 | $964,397 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $168,750 |
BAKER & HOSTETLER LLP1 year Filed as: BAKER HOSTETLER Service code 29 · EIN 34-0082025 | Legal | $46,636 |
ARY ROEPCKE MULCHAEY, P.C.3 years Filed as: ARY ROEPCKE MULCHAEY PC Service code 10 · EIN 52-2370901 | Accounting | $35,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $64,572 | $121,259-46.7% | $162,163-60.2% | $89,569-27.9% |
| Participation rate | 98.0% | 90.0%+8.0pp | 87.6%+10.5pp | 69.6%+28.5pp |
| Annual return | 27.81% | 22.23%+5.6pp | 115.59%-87.8pp | 34.56%-6.7pp |
| Employer contribution / active EE | $3,277 | $4,435-26.1% | $5,614-41.6% | $2,584+26.8% |
| Participant deferral / active EE | $5,699 | $6,620-13.9% | $7,298-21.9% | $4,220+35.0% |
| Admin fee / account holder | $57 | $101-43.5% | $10,843-99.5% | $72-20.5% |