Filed February 25, 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+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $43,069 |
FINANCIAL ENGINES1+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $26,805 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $9,070 |
MERCER1+ years Filed as: MERCER TRUST CO Service code 63 INVESTORS WAY · NORWOOD, MA 02062 | 12b-1 Fees | $7,041 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,527 | $112,315+11.8% | $81,367+54.3% | $55,191+127.4% |
| Participation rate | 97.3% | 88.0%+9.3pp | 82.3%+15.0pp | 69.2%+28.1pp |
| Annual return | 1.89% | 0.62%+1.3pp | -0.92%+2.8pp | 10.78%-8.9pp |
| Employer contribution / active EE | $3,737 | $4,239-11.8% | $3,930-4.9% | $1,899+96.8% |
| Participant deferral / active EE | $8,221 | $6,435+27.8% | $5,383+52.7% | $3,046+169.9% |
| Admin fee / account holder | $51 | $83-38.8% | $8,926-99.4% | $91-43.9% |