Filed December 10, 1999
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 13 · EIN 06-1050034 | Contract Administrator | $205,031 |
Filed as: HOLTHOUSE CARLIN & VANTRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $11,995 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $8,415 |
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 | $27,419 | $29,516-7.1% | $77,482-64.6% | $90,288-69.6% |
| Participation rate | 100.0% | 33.7%+66.3pp | 54.2%+45.8pp | 73.4%+26.6pp |
| Annual return | 18.68% | 231.18%-212.5pp | 54.79%-36.1pp | 53.97%-35.3pp |
| Employer contribution / active EE | $781 | $381+105.2% | $986-20.8% | $2,524-69.1% |
| Participant deferral / active EE | $2,604 | $944+175.9% | $1,861+39.9% | $4,232-38.5% |
| Admin fee / account holder | $100 | $106-5.4% | $2,858-96.5% | $114-12.1% |