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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,509 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $45,410 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,793 |
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 | $484,804 | $49,693+875.6% | $70,515+587.5% | $74,419+551.5% |
| Participation rate | 96.8% | 64.7%+32.1pp | 68.3%+28.4pp | 70.7%+26.0pp |
| Annual return | 18.99% | 21.22%-2.2pp | 32.77%-13.8pp | 34.38%-15.4pp |
| Employer contribution / active EE | $13,351 | $1,773+652.9% | $2,973+349.0% | $2,637+406.2% |
| Participant deferral / active EE | $16,978 | $3,376+403.0% | $4,567+271.8% | $4,528+275.0% |
| Admin fee / account holder | $176 | $316-44.2% | $6,412-97.3% | $348-49.3% |