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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,999 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $33,747 |
MOSS ADAMS LLP7+ years Service code 16 · EIN 91-0189318 | Consulting | $11,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,374 |
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 | $658,924 | $58,347+1029.3% | $85,682+669.0% | $86,799+659.1% |
| Participation rate | 94.2% | 64.9%+29.2pp | 69.9%+24.3pp | 72.3%+21.9pp |
| Annual return | 17.04% | 18.43%-1.4pp | 21.49%-4.4pp | 97.91%-80.9pp |
| Employer contribution / active EE | $12,133 | $1,751+593.0% | $2,618+363.4% | $2,405+404.4% |
| Participant deferral / active EE | $14,985 | $3,065+388.8% | $3,923+282.0% | $4,131+262.7% |
| Admin fee / account holder | $354 | $147+140.1% | $6,873-94.8% | $170+108.8% |