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 | $243,428 |
MERCER2 years Filed as: MERCER INVESTMENT LLC Service code 16 · EIN 13-2834414 | Consulting | $118,918 |
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 | $260,953 | $114,195+128.5% | $106,548+144.9% | $93,030+180.5% |
| Participation rate | 95.1% | 86.4%+8.7pp | 76.1%+19.0pp | 73.9%+21.2pp |
| Annual return | 17.54% | 22.18%-4.6pp | 26.80%-9.3pp | 158.70%-141.2pp |
| Employer contribution / active EE | $6,473 | $4,009+61.5% | $2,819+129.6% | $2,706+139.2% |
| Participant deferral / active EE | $10,539 | $5,908+78.4% | $4,398+139.6% | $4,562+131.0% |
| Admin fee / account holder | $158 | $105+51.2% | $7,407-97.9% | $152+4.4% |