Filed September 13, 2008 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,831,894 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 36-2668272 | Consulting | $217,212 |
CLARK NUBER4 years Service code 10 · EIN 91-1194016 | Accounting | $123,000 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,458 | $167,668-31.1% | $100,383+15.0% | $106,408+8.5% |
| Participation rate | 75.0% | 87.6%-12.6pp | 81.5%-6.5pp | 69.9%+5.1pp |
| Annual return | 14.45% | 18.33%-3.9pp | 49.26%-34.8pp | 17.37%-2.9pp |
| Employer contribution / active EE | $2,425 | $4,908-50.6% | $3,944-38.5% | $3,361-27.9% |
| Participant deferral / active EE | $5,505 | $11,427-51.8% | $8,086-31.9% | $5,567-1.1% |
| Admin fee / account holder | $28 | $94-70.4% | $7,900-99.6% | $79-64.9% |