Filed May 4, 2009 (most recent of 5 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $183,316 |
MERCER4 years Filed as: MERCER INVESTMENT CONSULTING LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,839 | $187,277+31.8% | $112,977+118.5% | $90,288+173.4% |
| Participation rate | 99.3% | 91.6%+7.7pp | 82.6%+16.7pp | 73.4%+25.9pp |
| Annual return | 13.32% | 26.33%-13.0pp | 24.24%-10.9pp | 53.97%-40.6pp |
| Employer contribution / active EE | $7,636 | $5,263+45.1% | $4,255+79.5% | $2,524+202.5% |
| Participant deferral / active EE | $9,808 | $8,833+11.0% | $5,836+68.1% | $4,232+131.8% |
| Admin fee / account holder | $99 | $102-2.5% | $6,294-98.4% | $114-13.2% |