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 | $197,794 |
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $39,122 |
MOSS ADAMS LLP4+ years Service code 16 · EIN 91-0189318 | Consulting | $12,777 |
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 | $60,052 | $57,606+4.2% | $67,313-10.8% | $75,289-20.2% |
| Participation rate | 89.5% | 68.2%+21.3pp | 69.1%+20.5pp | 72.4%+17.1pp |
| Annual return | -5.25% | -0.47%-4.8pp | -4.08%-1.2pp | -0.04%-5.2pp |
| Employer contribution / active EE | $1,924 | $2,206-12.8% | $2,566-25.0% | $2,405-20.0% |
| Participant deferral / active EE | $3,020 | $3,195-5.5% | $3,568-15.4% | $3,739-19.2% |
| Admin fee / account holder | $97 | $83+17.6% | $4,507-97.8% | $102-4.9% |