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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $405,350 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,692 |
MERCER1 year Filed as: MERCER (US) INC. Service code 27 · EIN 13-2834414 | Advisory (Plan) | $25,750 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,605 | $176,491-15.8% | $95,952+54.9% | $90,288+64.6% |
| Participation rate | 90.2% | 86.6%+3.7pp | 77.1%+13.2pp | 73.4%+16.9pp |
| Annual return | 8.84% | 20.14%-11.3pp | 91.61%-82.8pp | 53.97%-45.1pp |
| Employer contribution / active EE | $3,959 | $2,789+42.0% | $2,541+55.8% | $2,524+56.8% |
| Participant deferral / active EE | $5,288 | $5,340-1.0% | $4,167+26.9% | $4,232+25.0% |
| Admin fee / account holder | $99 | $154-35.9% | $6,795-98.5% | $114-13.4% |