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+ years Filed as: MERCER INVESTMENT Service code 16 · EIN 61-0736136 | Consulting | $45,000 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,158 |
MOSS ADAMS LLP1+ years Service code 16 · EIN 91-0189318 | Consulting | $12,349 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$66,864 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $469,021 | $46,745+903.4% | $60,547+674.6% | $52,331+796.3% |
| Participation rate | 93.2% | 58.6%+34.6pp | 68.0%+25.2pp | 68.1%+25.1pp |
| Annual return | 2.13% | 0.61%+1.5pp | 335.64%-333.5pp | 4.54%-2.4pp |
| Employer contribution / active EE | $10,425 | $1,259+728.1% | $2,419+330.9% | $1,882+454.0% |
| Participant deferral / active EE | $15,415 | $2,145+618.7% | $3,328+363.2% | $3,022+410.1% |
| Admin fee / account holder | $62 | $537-88.4% | $4,536-98.6% | $592-89.5% |