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 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,321,431 |
Service code 37 · EIN 04-2647786 | Loan Processing | $545,518 |
MERCER3 years Filed as: MERCER, LLC Service code 31 · EIN 30-0282430 | Named fiduciary | $90,000 |
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 | $190,910 | $142,480+34.0% | $197,124-3.2% | $142,480+34.0% |
| Participation rate | 86.5% | 76.2%+10.3pp | 86.7%-0.2pp | 76.2%+10.3pp |
| Annual return | 16.14% | 16.32%-0.2pp | 44.34%-28.2pp | 16.32%-0.2pp |
| Employer contribution / active EE | $3,702 | $3,867-4.3% | $6,227-40.5% | $3,867-4.3% |
| Participant deferral / active EE | $8,147 | $6,807+19.7% | $9,135-10.8% | $6,807+19.7% |
| Admin fee / account holder | $57 | $307-81.4% | $16,298-99.6% | $307-81.4% |