Filed May 10, 2005 (most recent of 3 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 3-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 | $404,727 |
MERCER3+ years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $87,500 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLISTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $24,550 |
EBERTS & HARRISON1 year Filed as: EBERTS AND HARRISON Service code 23 · EIN 52-0816262 | Insurance services | $15,500 |
Filed as: PRUDENTIAL INS CO OF AMERICA Service code 64 · EIN 22-1211670 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,314 | $85,257-78.5% | $70,515-74.0% | $103,482-82.3% |
| Participation rate | 100.0% | 71.0%+29.0pp | 68.3%+31.7pp | 73.3%+26.7pp |
| Annual return | 15.99% | 25.37%-9.4pp | 32.77%-16.8pp | 33.11%-17.1pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,973-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $4,411 | $4,773-7.6% | $4,567-3.4% | $5,207-15.3% |
| Admin fee / account holder | $76 | $89-14.5% | $6,412-98.8% | $114-33.7% |