Filed October 18, 2004
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 7-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 HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $460,914 |
SLC MANAGEMENT1 year Filed as: SLC MANAGEMENT INC Service code 27 · EIN 68-0635051 | Advisory (Plan) | $25,249 |
SB & COMPANY, LLC1 year Filed as: SB AND COMPANY LLC Service code 10 · EIN 20-2153727 | Accounting | $16,920 |
BALLARD SPAHR LLP1 year Service code 29 · EIN 20-0382195 | Legal | $16,381 |
AETNA LIFE INSURANCE COMPANY6+ years Filed as: AETNA LIFE INSURANCE CO. Service code 13 · EIN 06-6033492 | Contract Administrator | $14,864 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET Service code 19 · EIN 04-6691601 | Securities Custodian | $10,829 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $224,072-100.0% | $220,428-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 49.1%-49.1pp | 43.5%-43.5pp | 43.0%-43.0pp |
| Annual return | -83.34% | 99.73%-183.1pp | 90.60%-173.9pp | 259.13%-342.5pp |
| Employer contribution / active EE | $0 | $35,076-100.0% | $32,727-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,546-100.0% |