Filed December 1, 2008 (most recent of 2 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 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST. INSTL. OPER. CO., Service code 15 · EIN 04-2647786 | Recordkeeping | $270,824 |
MERCER10+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 16 · EIN 61-0736136 | Consulting | $163,955 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $81,502 |
MERCER10+ years Filed as: MERCER (US) INC. Service code 16 · EIN 13-2834414 | Consulting | $12,300 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $268,837 | $99,062+171.4% | $136,007+97.7% | $99,062+171.4% |
| Participation rate | 98.4% | 71.6%+26.8pp | 76.5%+21.9pp | 71.6%+26.8pp |
| Annual return | 20.04% | 17.66%+2.4pp | 579.32%-559.3pp | 17.66%+2.4pp |
| Employer contribution / active EE | $11,586 | $3,262+255.2% | $4,217+174.8% | $3,262+255.2% |
| Participant deferral / active EE | $12,053 | $5,331+126.1% | $7,025+71.6% | $5,331+126.1% |
| Admin fee / account holder | $365 | $109+234.5% | $6,858-94.7% | $109+234.5% |