Filed June 25, 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 9-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,205,634 |
MERCER11+ years Filed as: MERCER INVESTMENT CO Service code 28 · EIN 61-0736136 | Investment Management | $2,304,759 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $935,397 |
Service code 37 · EIN 04-2647786 | Loan Processing | $789,880 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $135,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,614 | $140,769+78.0% | $145,661+72.1% | $140,769+78.0% |
| Participation rate | 72.8% | 74.2%-1.4pp | 77.2%-4.4pp | 74.2%-1.4pp |
| Annual return | 50.79% | 16.82%+34.0pp | 101.46%-50.7pp | 16.82%+34.0pp |
| Employer contribution / active EE | $7,466 | $3,906+91.2% | $4,238+76.2% | $3,906+91.2% |
| Participant deferral / active EE | $9,046 | $6,717+34.7% | $7,198+25.7% | $6,717+34.7% |
| Admin fee / account holder | $169 | $229-26.5% | $12,466-98.6% | $229-26.5% |