Filed May 3, 1995 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $417,581 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 62-1539359 | Consulting | $150,188 |
MERCER10+ years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $37,500 |
MCGUIRE WOODS9 years Filed as: MCGUIRE WOODS LLP Service code 29 · EIN 54-0505857 | Legal | $29,697 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,166 | $244,991-2.8% | $106,213+124.2% | $106,382+123.9% |
| Participation rate | 95.5% | 88.4%+7.1pp | 75.3%+20.2pp | 69.9%+25.6pp |
| Annual return | 11.96% | 13.48%-1.5pp | 116.14%-104.2pp | 17.37%-5.4pp |
| Employer contribution / active EE | $7,877 | $8,816-10.7% | $3,171+148.4% | $3,364+134.2% |
| Participant deferral / active EE | $12,215 | $11,442+6.8% | $5,016+143.5% | $5,569+119.4% |
| Admin fee / account holder | $43 | $88-51.5% | $11,033-99.6% | $79-46.2% |