Filed July 20, 2001 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $130,434 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $28,875 |
MERCER1 year Service code 27 · EIN 13-2834414 | Advisory (Plan) | $17,680 |
MERCER1 year Filed as: MERCER (US) INC. Service code 27 · EIN 13-2834413 | Advisory (Plan) | $17,680 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $168,886 | $81,719+106.7% | $101,248+66.8% | $90,288+87.1% |
| Participation rate | 99.3% | 80.7%+18.6pp | 75.8%+23.5pp | 73.4%+26.0pp |
| Annual return | 14.72% | 337.64%-322.9pp | 46.47%-31.7pp | 53.97%-39.2pp |
| Employer contribution / active EE | $8,732 | $3,622+141.1% | $3,660+138.6% | $2,524+245.9% |
| Participant deferral / active EE | $11,272 | $3,310+240.6% | $4,370+157.9% | $4,232+166.3% |
| Admin fee / account holder | $105 | $162-35.0% | $5,945-98.2% | $114-7.7% |