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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $200,886 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Float reve... | $65,310 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $13,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $120,783 | $73,404+64.5% | $87,100+38.7% | $67,579+78.7% |
| Participation rate | 98.1% | 80.9%+17.2pp | 76.9%+21.2pp | 71.3%+26.8pp |
| Annual return | 20.43% | 48.29%-27.9pp | 28.19%-7.8pp | 378.56%-358.1pp |
| Employer contribution / active EE | $6,208 | $2,014+208.3% | $2,521+146.2% | $2,148+189.1% |
| Participant deferral / active EE | $10,270 | $3,913+162.5% | $4,049+153.7% | $3,539+190.2% |
| Admin fee / account holder | $385 | $142+172.2% | $7,497-94.9% | $142+170.8% |