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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 12 · EIN 30-0282430 | Sales loads (front end and deferred);... | $14,178 |
Filed as: BPPR- POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,719 | $62,127+124.9% | $81,382+71.7% | $74,495+87.6% |
| Participation rate | 82.4% | 64.0%+18.3pp | 69.5%+12.9pp | 67.2%+15.2pp |
| Annual return | 14.51% | 16.48%-2.0pp | 24.73%-10.2pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $5,209 | $1,882+176.7% | $2,463+111.5% | $2,623+98.6% |
| Participant deferral / active EE | $5,086 | $3,229+57.5% | $3,883+31.0% | $4,346+17.0% |
| Admin fee / account holder | $85 | $1,934-95.6% | $5,768-98.5% | $1,942-95.6% |