Filed November 6, 1992
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 |
|---|---|---|
FID INV INST OPS CO6 years Service code 15 · EIN 04-2647786 | Recordkeeping | $105,733 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $15,255 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $14,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,971 | $53,136+31.7% | $155,509-55.0% | $199,593-64.9% |
| Participation rate | 93.0% | 64.1%+28.9pp | 78.2%+14.8pp | 72.0%+21.0pp |
| Annual return | 14.63% | 41.15%-26.5pp | 64.67%-50.0pp | 34.25%-19.6pp |
| Employer contribution / active EE | $1,139 | $1,851-38.5% | $4,672-75.6% | $3,034-62.5% |
| Participant deferral / active EE | $7,248 | $3,161+129.3% | $5,626+28.8% | $5,087+42.5% |
| Admin fee / account holder | $58 | $185-68.5% | $15,912-99.6% | $269-78.3% |