Filed September 18, 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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 12 · EIN 30-0282430 | Claims processing; Custodial (securit... | $52,825 |
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,339 | $56,423+118.6% | $77,163+59.8% | $71,457+72.6% |
| Participation rate | 98.3% | 64.3%+34.0pp | 69.6%+28.7pp | 67.9%+30.4pp |
| Annual return | 16.61% | 19.05%-2.4pp | 37.87%-21.3pp | 28.85%-12.2pp |
| Employer contribution / active EE | $6,321 | $1,866+238.8% | $2,535+149.4% | $2,588+144.3% |
| Participant deferral / active EE | $5,701 | $3,142+81.5% | $3,833+48.7% | $4,289+32.9% |
| Admin fee / account holder | $322 | $1,429-77.5% | $5,472-94.1% | $1,587-79.7% |