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 | $171,977+11.0% | $200,582-4.8% | $140,769+35.6% |
| Participation rate | 86.5% | 93.2%-6.7pp | 86.9%-0.4pp | 74.2%+12.4pp |
| Annual return | 16.14% | 19.20%-3.1pp | 42.33%-26.2pp | 16.82%-0.7pp |
| Employer contribution / active EE | $3,702 | $6,031-38.6% | $6,419-42.3% | $3,906-5.2% |
| Participant deferral / active EE | $8,147 | $9,366-13.0% | $9,331-12.7% | $6,717+21.3% |
| Admin fee / account holder | $57 | $68-16.0% | $16,305-99.6% | $229-75.1% |