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 |
|---|---|---|
MERCER3 years Filed as: MERCER GLOBAL ADVISORS INC. Service code 16 · EIN 74-3257877 | Consulting | $38,383 |
FISHER INVESTMENTS8 years Service code 16 · EIN 94-3029777 | Consulting | $24,549 |
BERNDT & ASSOCIATES3 years Service code 16 · EIN 34-1372248 | Consulting | $8,162 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $539,772 | $50,127+976.8% | $149,673+260.6% | $80,160+573.4% |
| Participation rate | 86.7% | 64.3%+22.4pp | 78.8%+7.9pp | 72.9%+13.8pp |
| Annual return | 20.93% | 29.82%-8.9pp | 134.42%-113.5pp | 40.38%-19.5pp |
| Employer contribution / active EE | $25,013 | $1,865+1241.5% | $4,818+419.2% | $2,978+740.0% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | -$550 | $153-460.0% | $13,210-104.2% | $145-479.2% |