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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $18,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,464 | $52,626+267.6% | $98,442+96.5% | $93,030+108.0% |
| Participation rate | 91.0% | 65.3%+25.7pp | 73.3%+17.7pp | 73.9%+17.1pp |
| Annual return | 14.03% | 16.95%-2.9pp | 1492.73%-1478.7pp | 158.70%-144.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,960-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $10,185 | $2,907+250.4% | $4,276+138.2% | $4,562+123.2% |
| Admin fee / account holder | $9 | $102-91.1% | $5,949-99.8% | $152-94.0% |