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 INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $888,724 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $107,878 |
PRICEWATERHOUSECOOPERS LLP8+ years Service code 10 · EIN 13-4008324 | Accounting | $81,650 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $71,828 |
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 | $350,735 | $82,202+326.7% | $125,339+179.8% | $64,808+441.2% |
| Participation rate | 98.8% | 77.9%+20.9pp | 82.4%+16.4pp | 71.5%+27.3pp |
| Annual return | -15.59% | 3.48%-19.1pp | 572.05%-587.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $7,144 | $3,615+97.6% | $4,814+48.4% | $2,506+185.1% |
| Participant deferral / active EE | $16,310 | $7,175+127.3% | $7,446+119.0% | $4,310+278.4% |
| Admin fee / account holder | $732 | $163+348.2% | $10,010-92.7% | $188+289.6% |