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 |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENT Service code 16 · EIN 61-0736136 | Consulting | $47,635 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,159 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $12,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$65,756 |
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 | $443,873 | $39,819+1014.7% | $67,834+554.4% | $57,658+669.8% |
| Participation rate | 90.7% | 61.2%+29.5pp | 68.8%+22.0pp | 70.2%+20.5pp |
| Annual return | 7.52% | 9.19%-1.7pp | 138.47%-131.0pp | 5.13%+2.4pp |
| Employer contribution / active EE | $10,684 | $1,277+736.7% | $2,403+344.5% | $1,974+441.3% |
| Participant deferral / active EE | $13,255 | $2,209+499.9% | $3,160+319.5% | $3,061+333.1% |
| Admin fee / account holder | $67 | $84-19.7% | $4,622-98.5% | $95-29.0% |