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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,478 |
MERCER4+ years Filed as: MERCER INVESTMENT Service code 16 · EIN 61-0736136 | Consulting | $45,127 |
MOSS ADAMS LLP4+ years Service code 16 · EIN 91-0189318 | Consulting | $12,767 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$40,334 |
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 | $471,406 | $42,396+1011.9% | $67,313+600.3% | $56,287+737.5% |
| Participation rate | 100.0% | 61.0%+39.0pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -4.70% | -36.63%+31.9pp | -4.08%-0.6pp | -9.96%+5.3pp |
| Employer contribution / active EE | $11,253 | $1,414+696.1% | $2,566+338.6% | $2,111+433.1% |
| Participant deferral / active EE | $15,139 | $2,360+541.6% | $3,568+324.3% | $3,350+352.0% |
| Admin fee / account holder | $139 | $510-72.8% | $4,507-96.9% | $521-73.4% |