Filed December 10, 2005 (most recent of 2 filings on file)
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+ years Filed as: MERCER INVESTMENT CONSULTING Service code 10 · EIN 61-0736136 | Accounting | $28,782 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $12,349 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,090 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,671 | $54,281+8.1% | $60,547-3.1% | $59,188-0.9% |
| Participation rate | 89.2% | 66.8%+22.4pp | 68.0%+21.2pp | 69.4%+19.8pp |
| Annual return | 2.16% | 1.74%+0.4pp | 335.64%-333.5pp | 5.51%-3.4pp |
| Employer contribution / active EE | $1,743 | $2,031-14.2% | $2,419-27.9% | $2,098-16.9% |
| Participant deferral / active EE | $2,405 | $2,789-13.7% | $3,328-27.7% | $3,265-26.3% |
| Admin fee / account holder | $9 | $64-85.5% | $4,536-99.8% | $92-89.8% |