Filed May 5, 2005
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $316,431 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $133,116 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $63,464 |
COHNREZNICK LLP8 years Service code 10 · EIN 22-1478099 | Accounting | $28,000 |
Filed as: MORRIS Service code 29 · EIN 58-1269995 | Legal | $7,609 |
Form 5500 reported that benefits due were not provided when due.
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 | $318,184 | $122,186+160.4% | $146,958+116.5% | $199,593+59.4% |
| Participation rate | 93.1% | 78.3%+14.8pp | 82.2%+10.9pp | 72.0%+21.1pp |
| Annual return | 18.21% | 30.56%-12.4pp | 418.34%-400.1pp | 34.25%-16.0pp |
| Employer contribution / active EE | $8,051 | $4,093+96.7% | $4,933+63.2% | $3,034+165.3% |
| Participant deferral / active EE | $18,153 | $8,502+113.5% | $8,070+124.9% | $5,087+256.9% |
| Admin fee / account holder | $179 | $179+0.3% | $12,998-98.6% | $269-33.3% |