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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,336 |
MERCER5+ years Filed as: MERCER INVESTMENT Service code 16 · EIN 61-0736136 | Consulting | $52,499 |
MOSS ADAMS LLP5+ years Service code 16 · EIN 91-0189318 | Consulting | $12,875 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$29,960 |
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 | $567,818 | $47,922+1084.9% | $75,886+648.2% | $65,185+771.1% |
| Participation rate | 99.1% | 63.0%+36.1pp | 69.3%+29.8pp | 70.2%+28.9pp |
| Annual return | 22.48% | 24.12%-1.6pp | 30.76%-8.3pp | 29.38%-6.9pp |
| Employer contribution / active EE | $10,626 | $1,557+582.4% | $2,500+325.0% | $2,177+388.2% |
| Participant deferral / active EE | $15,310 | $2,550+500.4% | $3,603+324.9% | $3,514+335.7% |
| Admin fee / account holder | $250 | $532-53.0% | $5,418-95.4% | $847-70.5% |