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 15 · EIN 84-0467907 | Recordkeeping | $190,526 |
MERCER1 year Filed as: MERCER (US) INC Service code 16 PO BOX 730182 · DALLAS, TX 753730182 | Consulting | $48,750 |
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 | $105,322 | $134,619-21.8% | $111,297-5.4% | $101,517+3.7% |
| Participation rate | 95.5% | 89.0%+6.5pp | 77.3%+18.2pp | 74.6%+21.0pp |
| Annual return | 65.38% | 17.96%+47.4pp | 54.65%+10.7pp | 21.00%+44.4pp |
| Employer contribution / active EE | $1,832 | $3,829-52.2% | $2,731-32.9% | $2,973-38.4% |
| Participant deferral / active EE | $3,945 | $6,572-40.0% | $4,487-12.1% | $4,873-19.0% |
| Admin fee / account holder | $36 | $86-58.0% | $7,964-99.5% | $139-74.0% |