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 |
|---|---|---|
Filed as: FIDELITY INVEST. INSTL. OPER. CO., Service code 15 · EIN 04-2647786 | Recordkeeping | $514,965 |
MERCER6+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $119,206 |
MERCER6+ years Filed as: MERCER (US) INC. Service code 16 · EIN 13-2834414 | Consulting | $10,366 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,617 | $143,525+55.8% | $379,746-41.1% | $90,288+147.7% |
| Participation rate | 99.1% | 82.9%+16.2pp | 78.4%+20.6pp | 73.4%+25.7pp |
| Annual return | 16.37% | 18.97%-2.6pp | 34.90%-18.5pp | 53.97%-37.6pp |
| Employer contribution / active EE | $9,146 | $3,201+185.7% | $3,540+158.4% | $2,524+262.3% |
| Participant deferral / active EE | $10,619 | $5,231+103.0% | $6,024+76.3% | $4,232+150.9% |
| Admin fee / account holder | $359 | $100+257.2% | $7,927-95.5% | $114+214.4% |