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 |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $21,571 |
MOSS ADAMS LLP2+ years Service code 16 · EIN 91-0189318 | Consulting | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,204 |
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 | $54,668 | $168,231-67.5% | $67,834-19.4% | $63,975-14.5% |
| Participation rate | 91.6% | 66.8%+24.7pp | 68.8%+22.8pp | 71.1%+20.4pp |
| Annual return | 7.66% | 11.76%-4.1pp | 138.47%-130.8pp | 48.65%-41.0pp |
| Employer contribution / active EE | $1,694 | $1,907-11.2% | $2,403-29.5% | $2,182-22.3% |
| Participant deferral / active EE | $2,337 | $2,827-17.3% | $3,160-26.0% | $3,356-30.4% |
| Admin fee / account holder | $21 | $81-74.2% | $4,622-99.6% | $70-70.5% |