Filed March 30, 2004 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $297,328 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $145,544 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $61,440 |
Form 5500 reported that benefits due were not provided when due.
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 | $163,918 | $128,899+27.2% | $113,168+44.8% | $102,872+59.3% |
| Participation rate | 95.6% | 87.0%+8.6pp | 76.6%+19.0pp | 73.0%+22.6pp |
| Annual return | 20.75% | 15.88%+4.9pp | 24.27%-3.5pp | 19.06%+1.7pp |
| Employer contribution / active EE | $5,283 | $3,713+42.3% | $2,975+77.6% | $3,526+49.8% |
| Participant deferral / active EE | $6,909 | $6,787+1.8% | $5,107+35.3% | $5,535+24.8% |
| Admin fee / account holder | $88 | $129-32.3% | $12,068-99.3% | $292-70.0% |