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 |
|---|---|---|
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $44,995 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,805 |
MOSS ADAMS LLP10+ years Service code 16 · EIN 91-0189318 | Consulting | $27,772 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,164 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $510,782 | $55,416+821.7% | $75,972+572.3% | $77,643+557.9% |
| Participation rate | 99.0% | 63.6%+35.5pp | 69.1%+30.0pp | 70.6%+28.5pp |
| Annual return | 15.17% | 17.07%-1.9pp | 359.55%-344.4pp | 31.24%-16.1pp |
| Employer contribution / active EE | $16,760 | $1,788+837.6% | $2,685+524.3% | $2,726+514.9% |
| Participant deferral / active EE | $14,400 | $3,447+317.8% | $4,255+238.4% | $4,647+209.9% |
| Admin fee / account holder | $244 | $414-41.0% | $6,467-96.2% | $430-43.3% |