Filed October 10, 2002
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 9-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 |
|---|---|---|
TIAA8 years Service code 11 · EIN 13-1624203 | Actuarial | $340,070 |
MERCER7 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $134,418 |
GROOM LAW GROUP5 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $70,455 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $295,445 | $295,4450% | $164,600+79.5% | $295,4450% |
| Participation rate | 98.3% | 98.3%0pp | 99.2%-0.8pp | 98.3%0pp |
| Annual return | 14.49% | 14.49%0pp | 12.15%+2.3pp | 14.49%0pp |
| Employer contribution / active EE | $14,087 | $14,0870% | $18,885-25.4% | $14,0870% |
| Participant deferral / active EE | $7,290 | $7,2900% | $8,635-15.6% | $7,2900% |
| Admin fee / account holder | $115 | $1150% | $488-76.4% | $1150% |