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 |
|---|---|---|
JET PROPULSION LABORATORY7 years Service code 49 · EIN 95-1643307 | Other Services | $269,705 |
Service code 28 · EIN 95-1643307 | Investment Management | $256,652 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $251,795 |
ANAVURE INC.4 years Service code 28 · EIN 46-4190265 | Investment Management | $115,707 |
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $21,555 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $14,000 |
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 | $197,368 | $114,884+71.8% | $60,874+224.2% | $89,394+120.8% |
| Participation rate | 94.7% | 70.1%+24.6pp | 73.1%+21.6pp | 71.3%+23.4pp |
| Annual return | -12.43% | -13.42%+1.0pp | 16.90%-29.3pp | -11.89%-0.5pp |
| Employer contribution / active EE | $13,166 | $5,609+134.7% | $2,701+387.4% | $3,022+335.7% |
| Participant deferral / active EE | $1,247 | $4,846-74.3% | $3,817-67.3% | $5,123-75.7% |
| Admin fee / account holder | $44 | $37+17.0% | $3,224-98.6% | $79-45.0% |