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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $32,850 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $6,606 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,589 | $43,113+272.5% | $82,719+94.1% | $77,904+106.1% |
| Participation rate | 90.3% | 63.8%+26.4pp | 72.6%+17.7pp | 73.7%+16.6pp |
| Annual return | -11.78% | 2.60%-14.4pp | 701.18%-713.0pp | 12.21%-24.0pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,009-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $10,060 | $3,057+229.1% | $4,395+128.9% | $4,806+109.3% |
| Admin fee / account holder | $18 | $102-82.3% | $5,329-99.7% | $133-86.3% |