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 64 · EIN 04-2647786 | Recordkeeping Fees | $867,685 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $115,000 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 31 · EIN 27-4411131 | Named fiduciary | $51,393 |
Service code 10 · EIN 52-2370901 | Accounting | $36,000 |
BAKER & HOSTETLER LLP1 year Service code 29 · EIN 34-0082025 | Legal | $16,451 |
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 | $75,134 | $139,268-46.1% | $177,821-57.7% | $106,222-29.3% |
| Participation rate | 98.1% | 91.6%+6.5pp | 87.7%+10.4pp | 70.8%+27.3pp |
| Annual return | 15.19% | 17.20%-2.0pp | 48.32%-33.1pp | 21.69%-6.5pp |
| Employer contribution / active EE | $3,090 | $4,832-36.1% | $5,918-47.8% | $2,723+13.5% |
| Participant deferral / active EE | $6,198 | $7,227-14.2% | $7,714-19.7% | $4,600+34.7% |
| Admin fee / account holder | $55 | $97-43.7% | $12,427-99.6% | $78-30.4% |