Filed November 9, 2005 (most recent of 2 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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $212,382 |
MERCER11+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $66,750 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $29,480 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $176,040 | $96,018+83.3% | $65,493+168.8% | $85,563+105.7% |
| Participation rate | 85.9% | 74.8%+11.1pp | 73.1%+12.8pp | 66.0%+20.0pp |
| Annual return | 13.52% | 14.51%-1.0pp | 982.45%-968.9pp | 31.51%-18.0pp |
| Employer contribution / active EE | $5,519 | $3,235+70.6% | $2,574+114.4% | $2,654+108.0% |
| Participant deferral / active EE | $5,054 | $4,055+24.6% | $3,961+27.6% | $4,375+15.5% |
| Admin fee / account holder | $153 | $271-43.5% | $5,028-97.0% | $834-81.7% |