Filed May 4, 2009 (most recent of 5 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 | $162,788 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,383 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,675 | $153,281+36.8% | $93,789+123.6% | $77,904+169.1% |
| Participation rate | 99.5% | 92.2%+7.3pp | 81.0%+18.5pp | 73.7%+25.8pp |
| Annual return | -15.67% | -5.55%-10.1pp | -11.33%-4.3pp | 12.21%-27.9pp |
| Employer contribution / active EE | $8,053 | $5,690+41.5% | $4,323+86.3% | $2,848+182.8% |
| Participant deferral / active EE | $10,102 | $9,364+7.9% | $6,094+65.8% | $4,806+110.2% |
| Admin fee / account holder | $102 | $114-10.2% | $7,195-98.6% | $133-22.7% |