Filed April 30, 2001 (most recent of 4 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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $368,570 |
MERCER2 years Service code 28 · EIN 13-2834414 | Investment Management | $366,465 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $351,534 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 12-2834414 | Investment Management | $125,806 |
CLARK NUBER9 years Service code 10 · EIN 91-1194016 | Accounting | $34,100 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,564 | $96,188+55.5% | $75,972+96.9% | $99,062+51.0% |
| Participation rate | 97.1% | 72.7%+24.4pp | 69.1%+28.1pp | 71.6%+25.5pp |
| Annual return | 13.17% | 16.48%-3.3pp | 359.55%-346.4pp | 17.66%-4.5pp |
| Employer contribution / active EE | $6,836 | $3,167+115.8% | $2,685+154.6% | $3,262+109.6% |
| Participant deferral / active EE | $7,482 | $4,842+54.5% | $4,255+75.8% | $5,331+40.3% |
| Admin fee / account holder | $173 | $87+98.3% | $6,467-97.3% | $109+58.9% |