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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,346 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $44,998 |
MOSS ADAMS LLP6+ years Service code 16 · EIN 91-0189318 | Consulting | $12,493 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$35,257 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $645,215 | $55,636+1059.7% | $81,983+687.0% | $73,488+778.0% |
| Participation rate | 98.7% | 62.3%+36.4pp | 69.2%+29.5pp | 70.7%+28.0pp |
| Annual return | 20.06% | 19.07%+1.0pp | 41.31%-21.2pp | 28.51%-8.4pp |
| Employer contribution / active EE | $10,346 | $1,625+536.9% | $2,498+314.2% | $2,270+355.8% |
| Participant deferral / active EE | $15,984 | $2,762+478.7% | $3,722+329.4% | $3,740+327.4% |
| Admin fee / account holder | $451 | $493-8.5% | $5,664-92.0% | $513-12.1% |