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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $129,085 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $28,195 |
MOSS ADAMS LLP3+ years Service code 16 · EIN 91-0189318 | Consulting | $12,565 |
Form 5500 reported that benefits due were not provided when due.
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 | $70,934 | $65,292+8.6% | $71,671-1.0% | $77,958-9.0% |
| Participation rate | 93.1% | 67.4%+25.7pp | 68.7%+24.4pp | 71.6%+21.5pp |
| Annual return | 20.17% | 21.25%-1.1pp | 20.65%-0.5pp | 20.87%-0.7pp |
| Employer contribution / active EE | $1,977 | $2,085-5.2% | $2,460-19.6% | $2,310-14.4% |
| Participant deferral / active EE | $3,124 | $3,008+3.8% | $3,438-9.1% | $3,537-11.7% |
| Admin fee / account holder | $73 | $84-13.5% | $5,558-98.7% | $97-25.0% |