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 | $199,862 |
MERCER3 years Filed as: MERCER INVESTMENT LLC Service code 16 · EIN 13-2834414 | Consulting | $73,064 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,107 | $136,266+42.4% | $90,749+113.9% | $77,904+149.2% |
| Participation rate | 94.7% | 86.6%+8.0pp | 75.7%+19.0pp | 73.7%+21.0pp |
| Annual return | -18.47% | -11.32%-7.2pp | -12.16%-6.3pp | 12.21%-30.7pp |
| Employer contribution / active EE | $8,572 | $4,215+103.4% | $2,921+193.5% | $2,848+201.0% |
| Participant deferral / active EE | $11,244 | $6,353+77.0% | $4,564+146.4% | $4,806+134.0% |
| Admin fee / account holder | $120 | $399-69.9% | $8,445-98.6% | $133-9.5% |