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 |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $25,750 |
MCCARTER & ENGLISH2+ years Filed as: MCCARTER & ENGLISH, LLP Service code 29 · EIN 22-1534652 | Legal | $11,674 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $9,740 |
Service code 14 · EIN 21-0634479 | Plan Administrator | $8,815 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,850 | $91,420-25.8% | $57,179+18.7% | $65,292+3.9% |
| Participation rate | 95.7% | 72.6%+23.1pp | 75.3%+20.3pp | 72.4%+23.2pp |
| Annual return | 6.40% | 7.55%-1.1pp | 14.59%-8.2pp | 11.84%-5.4pp |
| Employer contribution / active EE | $3,656 | $3,776-3.2% | $2,682+36.3% | $2,302+58.8% |
| Participant deferral / active EE | $0 | $3,512-100.0% | $3,096-100.0% | $3,579-100.0% |
| Admin fee / account holder | $8 | $22-62.4% | $3,139-99.7% | $57-85.7% |