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 |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $8,583 |
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 | $77,618 | $98,180-20.9% | $62,995+23.2% | $177,276-56.2% |
| Participation rate | 95.3% | 75.3%+20.0pp | 74.8%+20.5pp | 74.8%+20.4pp |
| Annual return | 15.04% | 16.81%-1.8pp | 87.57%-72.5pp | 21.25%-6.2pp |
| Employer contribution / active EE | $3,816 | $3,885-1.8% | $2,759+38.3% | $2,479+53.9% |
| Participant deferral / active EE | $0 | $3,805-100.0% | $3,329-100.0% | $3,881-100.0% |
| Admin fee / account holder | $1 | $31-95.9% | $3,600-100.0% | $154-99.2% |