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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 10 · EIN 30-0282430 | Accounting | $539,042 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $147,909 |
MERCER2 years Filed as: MERCER (US) INC. Service code 10 · EIN 13-2834414 | Accounting | $71,859 |
PRICEWATERHOUSECOOPERS LLP5+ years Service code 10 · EIN 13-4008324 | Accounting | $40,000 |
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 | $393,842 | $88,122+346.9% | $141,162+179.0% | $67,579+482.8% |
| Participation rate | 97.7% | 76.5%+21.2pp | 82.5%+15.2pp | 71.3%+26.4pp |
| Annual return | 20.28% | 75.40%-55.1pp | 71.39%-51.1pp | 378.56%-358.3pp |
| Employer contribution / active EE | $7,463 | $3,224+131.5% | $4,735+57.6% | $2,148+247.5% |
| Participant deferral / active EE | $14,076 | $5,958+136.3% | $6,709+109.8% | $3,539+297.7% |
| Admin fee / account holder | $645 | $131+393.0% | $10,261-93.7% | $142+353.5% |