Filed July 25, 2006 (most recent of 4 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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 36-2668272 | Consulting | $75,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$798,820 |
Form 5500 reported that benefits due were not provided when due.
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 | $114,471 | $67,679+69.1% | $155,509-26.4% | $99,062+15.6% |
| Participation rate | 88.0% | 67.2%+20.8pp | 78.2%+9.8pp | 71.6%+16.4pp |
| Annual return | 15.54% | 16.16%-0.6pp | 64.67%-49.1pp | 17.66%-2.1pp |
| Employer contribution / active EE | $3,414 | $2,268+50.5% | $4,672-26.9% | $3,262+4.7% |
| Participant deferral / active EE | $6,788 | $3,828+77.3% | $5,626+20.6% | $5,331+27.3% |
| Admin fee / account holder | -$88 | $94-194.4% | $15,912-100.6% | $109-181.1% |