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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,827 |
MERCER3+ years Filed as: MERCER INVESTMENT Service code 16 · EIN 61-0736136 | Consulting | $45,523 |
MOSS ADAMS LLP3+ years Service code 16 · EIN 91-0189318 | Consulting | $12,591 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$35,635 |
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 | $518,865 | $44,059+1077.7% | $71,671+623.9% | $69,631+645.2% |
| Participation rate | 99.2% | 60.8%+38.4pp | 68.7%+30.5pp | 70.7%+28.5pp |
| Annual return | 18.30% | 21.97%-3.7pp | 20.65%-2.4pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $11,785 | $1,305+803.2% | $2,460+379.1% | $2,032+479.9% |
| Participant deferral / active EE | $15,296 | $2,370+545.5% | $3,438+344.9% | $3,224+374.5% |
| Admin fee / account holder | $148 | $108+37.2% | $5,558-97.3% | $110+33.8% |