Filed October 18, 2004
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 |
|---|---|---|
FISHER INVESTMENTS9 years Service code 16 · EIN 94-3029777 | Consulting | $41,507 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS Service code 16 · EIN 74-3257877 | Consulting | $16,789 |
BERNDT & ASSOCIATES5 years Filed as: BERNDT AND ASSOC Service code 16 · EIN 34-1372248 | Consulting | $8,960 |
Participant contribution per participant 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 | $619,137 | $53,136+1065.2% | $155,509+298.1% | $199,593+210.2% |
| Participation rate | 87.9% | 64.1%+23.8pp | 78.2%+9.7pp | 72.0%+15.9pp |
| Annual return | 16.58% | 41.15%-24.6pp | 64.67%-48.1pp | 34.25%-17.7pp |
| Employer contribution / active EE | $26,686 | $1,851+1341.7% | $4,672+471.1% | $3,034+779.5% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | -$699 | $185-477.0% | $15,912-104.4% | $269-360.0% |