Filed October 9, 1992 (most recent of 2 filings on file)
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 |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $34,165 |
MCCARTER & ENGLISH1+ years Filed as: MCCARTER & ENGLISH, LLP Service code 29 · EIN 22-1534652 | Legal | $23,948 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $21,215 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,089 | $112,772-24.5% | $57,343+48.4% | $59,188+43.8% |
| Participation rate | 100.0% | 71.3%+28.7pp | 75.1%+24.9pp | 69.4%+30.6pp |
| Annual return | 1.61% | 0.85%+0.8pp | 24.39%-22.8pp | 5.51%-3.9pp |
| Employer contribution / active EE | $5,471 | $3,400+60.9% | $2,689+103.5% | $2,098+160.8% |
| Participant deferral / active EE | $0 | $3,010-100.0% | $3,162-100.0% | $3,265-100.0% |
| Admin fee / account holder | $17 | $144-88.5% | $3,356-99.5% | $92-82.0% |