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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,200 |
MERCER1 year Service code 16 · EIN 04-3801669 | Consulting | $58,499 |
Service code 37 · EIN 04-2647786 | Loan Processing | $55,767 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 16 · EIN 61-0736136 | Consulting | $29,250 |
HOLTZMAN PARTNERS, LLP1 year Service code 10 · EIN 74-3121060 | Accounting | $22,997 |
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 | $167,764 | $80,211+109.2% | $74,183+126.1% | $63,975+162.2% |
| Participation rate | 95.9% | 84.2%+11.7pp | 76.6%+19.3pp | 71.1%+24.7pp |
| Annual return | 10.63% | 14.13%-3.5pp | 17.74%-7.1pp | 48.65%-38.0pp |
| Employer contribution / active EE | $5,383 | $2,553+110.8% | $2,370+127.1% | $2,182+146.7% |
| Participant deferral / active EE | $11,778 | $4,370+169.5% | $3,550+231.8% | $3,356+250.9% |
| Admin fee / account holder | $45 | $67-33.4% | $5,586-99.2% | $70-36.5% |