Filed October 18, 2004
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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $82,101 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 16 · EIN 30-0282430 | Consulting | $61,390 |
SEJONG LLP4+ years Service code 10 · EIN 01-0754454 | Accounting | $17,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,029 | $65,118+73.6% | $76,768+47.2% | $55,725+102.8% |
| Participation rate | 96.8% | 79.6%+17.2pp | 77.0%+19.8pp | 70.9%+25.9pp |
| Annual return | -2.68% | -1.27%-1.4pp | 2.43%-5.1pp | 244.93%-247.6pp |
| Employer contribution / active EE | $5,779 | $1,941+197.8% | $2,485+132.6% | $2,078+178.1% |
| Participant deferral / active EE | $9,716 | $3,688+163.5% | $3,852+152.3% | $3,356+189.6% |
| Admin fee / account holder | $244 | $116+110.8% | $6,675-96.3% | $115+112.1% |