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 | $979,796 |
MERCER2 years Service code 27 · EIN 30-0282430 | Advisory (Plan) | $125,583 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $122,063 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 27 · EIN 27-4411131 | Advisory (Plan) | $67,500 |
ARY ROEPCKE MULCHAEY, P.C.3 years Service code 10 · EIN 52-2370901 | Accounting | $45,000 |
BAKERHOSTETLER5 years Service code 29 · EIN 34-0082025 | Legal | $31,718 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $63,154 | $118,441-46.7% | $151,611-58.3% | $89,394-29.4% |
| Participation rate | 98.4% | 88.0%+10.4pp | 87.5%+10.9pp | 71.3%+27.1pp |
| Annual return | -15.62% | -9.10%-6.5pp | 3.33%-19.0pp | -11.89%-3.7pp |
| Employer contribution / active EE | $3,025 | $4,770-36.6% | $6,166-50.9% | $3,022+0.1% |
| Participant deferral / active EE | $6,709 | $7,648-12.3% | $8,363-19.8% | $5,123+31.0% |
| Admin fee / account holder | $55 | $90-38.4% | $11,616-99.5% | $79-30.5% |