Filed May 17, 2007
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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0284340 | Investment Mgmt Fees | $232,610 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $97,243 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $73,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,242 | $80,177+354.3% | $123,892+194.0% | $57,658+531.7% |
| Participation rate | 98.4% | 74.4%+23.9pp | 81.4%+17.0pp | 70.2%+28.1pp |
| Annual return | 8.77% | 17.90%-9.1pp | 47.52%-38.8pp | 5.13%+3.6pp |
| Employer contribution / active EE | $7,820 | $2,913+168.5% | $4,617+69.4% | $1,974+296.2% |
| Participant deferral / active EE | $12,760 | $5,130+148.7% | $5,984+113.2% | $3,061+316.9% |
| Admin fee / account holder | $343 | $106+222.3% | $8,357-95.9% | $95+262.5% |