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 |
|---|---|---|
MERCER6 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 15 · EIN 30-0282430 | Recordkeeping | $550,531 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $113,101 |
PRICEWATERHOUSECOOPERS LLP7+ years Service code 10 · EIN 13-4008324 | Accounting | $79,000 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $73,355 |
MERCER1 year Service code 10 · EIN 13-2834414 | Accounting | $51,355 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $448,504 | $104,317+329.9% | $159,436+181.3% | $86,799+416.7% |
| Participation rate | 99.0% | 77.7%+21.3pp | 82.8%+16.1pp | 72.3%+26.7pp |
| Annual return | 15.17% | 26.32%-11.2pp | 263.57%-248.4pp | 97.91%-82.7pp |
| Employer contribution / active EE | $6,183 | $3,451+79.2% | $4,829+28.0% | $2,405+157.0% |
| Participant deferral / active EE | $15,354 | $6,837+124.6% | $7,352+108.8% | $4,131+271.7% |
| Admin fee / account holder | $705 | $172+309.6% | $10,799-93.5% | $170+316.0% |