Filed October 18, 2004 (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 |
|---|---|---|
GROOM LAW GROUP8 years Filed as: GROOM LAW GROUP CHARTERED Service code 29 1701 PENNSYLVANIA AVE NW · WASHINGTON, DC 20006 | Legal | $51,855 |
COHNREZNICK LLP7 years Service code 10 ONE BOSTON PL · BOSTON, MA 02108 | Accounting | $34,433 |
MERCER3 years Filed as: MERCER (US) INC Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $25,680 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $24,258 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN COMPANIES INC Service code 99 21875 NETWORK PL · CHICAGO, IL 606731218 | Other Fees | $11,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,276 | $115,744-33.2% | $100,391-23.0% | $199,593-61.3% |
| Participation rate | 92.9% | 85.7%+7.2pp | 81.5%+11.4pp | 72.0%+20.9pp |
| Annual return | 11.70% | 17.79%-6.1pp | 49.20%-37.5pp | 34.25%-22.6pp |
| Employer contribution / active EE | $1,046 | $3,657-71.4% | $3,942-73.5% | $3,034-65.5% |
| Participant deferral / active EE | $4,198 | $9,844-57.4% | $8,082-48.1% | $5,087-17.5% |
| Admin fee / account holder | $16 | $93-83.3% | $7,899-99.8% | $269-94.2% |