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 37 · EIN 04-2647786 | Loan Processing | $755,155 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $408,111 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $135,663 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 27 · EIN 27-2037969 | Advisory (Plan) | $67,500 |
ARY ROEPCKE MULCHAEY, P.C.5 years Service code 10 · EIN 52-2370901 | Accounting | $54,000 |
BAKER & HOSTETLER LLP5 years Service code 29 · EIN 34-0082025 | Legal | $36,812 |
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 | $95,477 | $152,104-37.2% | $184,203-48.2% | $106,382-10.3% |
| Participation rate | 96.4% | 85.9%+10.5pp | 86.8%+9.6pp | 69.9%+26.5pp |
| Annual return | 18.15% | 20.70%-2.6pp | 28.81%-10.7pp | 17.37%+0.8pp |
| Employer contribution / active EE | $2,976 | $5,326-44.1% | $6,427-53.7% | $3,364-11.5% |
| Participant deferral / active EE | $7,584 | $8,559-11.4% | $9,131-16.9% | $5,569+36.2% |
| Admin fee / account holder | $59 | $103-42.8% | $13,901-99.6% | $79-25.9% |