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 | $422,256 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $69,115 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,014 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,314 | $130,141-8.3% | $86,677+37.7% | $77,904+53.2% |
| Participation rate | 92.7% | 85.9%+6.8pp | 76.6%+16.2pp | 73.7%+19.1pp |
| Annual return | -12.33% | -12.75%+0.4pp | 35.91%-48.2pp | 12.21%-24.5pp |
| Employer contribution / active EE | $4,311 | $3,220+33.9% | $2,836+52.0% | $2,848+51.4% |
| Participant deferral / active EE | $5,755 | $5,7570% | $4,656+23.6% | $4,806+19.8% |
| Admin fee / account holder | $101 | $132-23.2% | $7,493-98.6% | $133-23.7% |