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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $56,242 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,630 |
MOSS ADAMS LLP8+ years Service code 16 · EIN 91-0189318 | Consulting | $13,349 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,872 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $436,997 | $44,764+876.2% | $68,791+535.2% | $64,808+574.3% |
| Participation rate | 96.0% | 64.8%+31.2pp | 69.0%+26.9pp | 71.5%+24.5pp |
| Annual return | -19.18% | -10.91%-8.3pp | -6.38%-12.8pp | 32.82%-52.0pp |
| Employer contribution / active EE | $12,505 | $1,775+604.4% | $2,655+371.0% | $2,506+399.0% |
| Participant deferral / active EE | $13,655 | $3,238+321.7% | $3,941+246.5% | $4,310+216.8% |
| Admin fee / account holder | $408 | $151+169.4% | $4,932-91.7% | $188+117.1% |