Filed September 16, 2002 (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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $229,094 |
Service code 28 · EIN 95-1643307 | Investment Management | $224,488 |
JET PROPULSION LABORATORY5 years Service code 49 · EIN 95-1643307 | Other Services | $205,947 |
ANAVURE INC.2 years Service code 28 · EIN 46-4190265 | Investment Management | $78,962 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $14,000 |
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $13,344 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $214,632 | $129,352+65.9% | $70,449+204.7% | $106,222+102.1% |
| Participation rate | 95.6% | 73.1%+22.5pp | 75.1%+20.5pp | 70.8%+24.8pp |
| Annual return | 13.27% | 13.88%-0.6pp | 109.03%-95.8pp | 21.69%-8.4pp |
| Employer contribution / active EE | $12,848 | $5,470+134.9% | $2,737+369.5% | $2,723+371.8% |
| Participant deferral / active EE | $1,213 | $4,597-73.6% | $3,709-67.3% | $4,600-73.6% |
| Admin fee / account holder | $38 | $37+3.7% | $3,845-99.0% | $78-51.4% |