Filed November 13, 1997
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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $244,520 |
MERCER1+ years Filed as: MERCER INVESTMENT CO Service code 16 · EIN 61-0736136 | Consulting | $112,500 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $54,000 |
ROPES & GRAY LLP1+ years Service code 16 · EIN 04-2233412 | Consulting | $27,664 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,710 | $82,279+80.7% | $77,999+90.7% | $63,975+132.5% |
| Participation rate | 95.3% | 84.7%+10.6pp | 75.5%+19.8pp | 71.1%+24.2pp |
| Annual return | 9.22% | 11.20%-2.0pp | 425.96%-416.7pp | 48.65%-39.4pp |
| Employer contribution / active EE | $7,675 | $3,297+132.8% | $2,470+210.7% | $2,182+251.8% |
| Participant deferral / active EE | $7,606 | $4,538+67.6% | $3,497+117.5% | $3,356+126.6% |
| Admin fee / account holder | $158 | $81+93.9% | $5,480-97.1% | $70+124.0% |