Filed January 30, 2004 (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 |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 15 · EIN 61-0736136 | Recordkeeping | $117,000 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,332 |
Service code 37 · EIN 04-2647786 | Loan Processing | $60,085 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG LLP. Service code 10 · EIN 34-6565596 | Accounting | $34,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,856 | $71,957+109.6% | $67,652+123.0% | $59,188+154.9% |
| Participation rate | 93.9% | 82.7%+11.2pp | 75.7%+18.2pp | 69.4%+24.4pp |
| Annual return | -0.76% | 8.53%-9.3pp | 6625.04%-6625.8pp | 5.51%-6.3pp |
| Employer contribution / active EE | $5,755 | $2,432+136.6% | $2,266+154.0% | $2,098+174.3% |
| Participant deferral / active EE | $12,519 | $4,211+197.3% | $3,560+251.7% | $3,265+283.5% |
| Admin fee / account holder | $51 | $64-20.2% | $4,821-98.9% | $92-44.5% |