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 | $411,384 |
MERCER8+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $125,843 |
MERCER8+ years Filed as: MERCER (US) INC. Service code 16 · EIN 13-2834414 | Consulting | $10,943 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $202,840 | $78,044+159.9% | $115,756+75.2% | $78,044+159.9% |
| Participation rate | 98.7% | 74.4%+24.3pp | 77.1%+21.6pp | 74.4%+24.3pp |
| Annual return | -18.25% | 10.87%-29.1pp | 143.14%-161.4pp | 10.87%-29.1pp |
| Employer contribution / active EE | $10,367 | $3,125+231.8% | $3,793+173.4% | $3,125+231.8% |
| Participant deferral / active EE | $11,544 | $5,084+127.1% | $6,254+84.6% | $5,084+127.1% |
| Admin fee / account holder | $335 | $79+324.5% | $8,124-95.9% | $79+324.5% |