Filed November 30, 2004
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 8-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 Service code 11 · EIN 13-2834414 | Actuarial | $134,115 |
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $14,361 |
ROPES & GRAY LLP1 year Service code 29 · EIN 04-2233412 PRUDENTIAL TOWER · BOSTON, MA 021993600 | Legal | $7,686 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $281,394-100.0% | $270,125-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 44.3%-44.3pp | 35.7%-35.7pp | 44.4%-44.4pp |
| Annual return | -8.03% | -41.91%+33.9pp | -38.85%+30.8pp | -14.65%+6.6pp |
| Employer contribution / active EE | $0 | $40,094-100.0% | $37,752-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,631-100.0% |