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 | $173,060 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $53,000 |
MERCER1 year Service code 27 · EIN 13-2834414 | Advisory (Plan) | $38,250 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,581 |
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 | $231,842 | $167,950+38.0% | $112,887+105.4% | $80,160+189.2% |
| Participation rate | 99.2% | 94.5%+4.7pp | 80.5%+18.7pp | 72.9%+26.2pp |
| Annual return | 17.17% | 18.78%-1.6pp | 34.10%-16.9pp | 40.38%-23.2pp |
| Employer contribution / active EE | $8,489 | $6,272+35.3% | $4,563+86.0% | $2,978+185.1% |
| Participant deferral / active EE | $10,512 | $9,857+6.6% | $6,513+61.4% | $5,017+109.5% |
| Admin fee / account holder | $131 | $104+26.5% | $7,047-98.1% | $145-9.6% |