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 | $226,108 |
MERCER5+ years Filed as: MERCER INVESTMENT CONSULTING Service code 16 · EIN 61-0736136 | Consulting | $29,361 |
MOSS ADAMS LLP5+ years Service code 16 · EIN 91-0189318 | Consulting | $12,869 |
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 | $61,929 | $67,598-8.4% | $75,886-18.4% | $77,787-20.4% |
| Participation rate | 90.5% | 69.6%+20.9pp | 69.3%+21.2pp | 73.2%+17.3pp |
| Annual return | 29.79% | 23.18%+6.6pp | 30.76%-1.0pp | 32.57%-2.8pp |
| Employer contribution / active EE | $1,627 | $2,430-33.0% | $2,500-34.9% | $2,504-35.0% |
| Participant deferral / active EE | $2,984 | $3,502-14.8% | $3,603-17.2% | $3,967-24.8% |
| Admin fee / account holder | $99 | $96+2.8% | $5,418-98.2% | $100-1.1% |