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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $534,195 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $131,409 |
Filed as: PRICEWATERHOUCECOOPER LLP Service code 10 · EIN 13-4008324 | Accounting | $113,825 |
MERCER1 year Filed as: MERCER (US) INC. Service code 10 · EIN 13-2834414 | Accounting | $23,511 |
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).
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 | $353,087 | $75,388+368.4% | $123,544+185.8% | $55,725+533.6% |
| Participation rate | 99.0% | 75.7%+23.3pp | 82.3%+16.7pp | 70.9%+28.2pp |
| Annual return | -6.32% | 4.48%-10.8pp | 119.20%-125.5pp | 244.93%-251.3pp |
| Employer contribution / active EE | $7,080 | $3,063+131.1% | $4,628+53.0% | $2,078+240.7% |
| Participant deferral / active EE | $13,432 | $5,651+137.7% | $6,426+109.0% | $3,356+300.3% |
| Admin fee / account holder | $663 | $120+453.6% | $9,284-92.9% | $115+475.7% |