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 | $141,193 |
MERCER4 years Filed as: MERCER INVESTMENT LLC Service code 16 · EIN 13-2834414 | Consulting | $123,722 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,723 | $104,631+133.9% | $98,439+148.6% | $80,160+205.3% |
| Participation rate | 96.7% | 87.5%+9.2pp | 75.2%+21.6pp | 72.9%+23.8pp |
| Annual return | 21.27% | 34.72%-13.5pp | 21.16%+0.1pp | 40.38%-19.1pp |
| Employer contribution / active EE | $11,832 | $4,517+161.9% | $3,048+288.2% | $2,978+297.3% |
| Participant deferral / active EE | $13,005 | $6,545+98.7% | $4,738+174.5% | $5,017+159.2% |
| Admin fee / account holder | $122 | $105+16.6% | $8,948-98.6% | $145-15.6% |