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 | $210,694 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $39,019 |
MOSS ADAMS LLP9+ years Service code 16 · EIN 91-0189318 | Consulting | $13,632 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,131 | $70,115+5.7% | $70,515+5.1% | $80,160-7.5% |
| Participation rate | 78.5% | 71.7%+6.9pp | 68.3%+10.2pp | 72.9%+5.6pp |
| Annual return | 22.83% | 134.51%-111.7pp | 32.77%-9.9pp | 40.38%-17.6pp |
| Employer contribution / active EE | $2,655 | $3,021-12.1% | $2,973-10.7% | $2,978-10.8% |
| Participant deferral / active EE | $4,835 | $4,495+7.6% | $4,567+5.9% | $5,017-3.6% |
| Admin fee / account holder | $77 | $112-31.8% | $6,412-98.8% | $145-47.2% |