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 |
|---|---|---|
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $126,381 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $90,025 |
MILLER KAPLAN ARASE LLP7 years Service code 10 · EIN 95-2036255 | Accounting | $15,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,019 | $117,148+74.2% | $67,502+202.2% | $99,062+106.0% |
| Participation rate | 97.9% | 72.7%+25.2pp | 72.9%+25.0pp | 71.6%+26.3pp |
| Annual return | 15.26% | 14.15%+1.1pp | 3512.12%-3496.9pp | 17.66%-2.4pp |
| Employer contribution / active EE | $0 | $4,623-100.0% | $2,731-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $14,413 | $4,782+201.4% | $4,000+260.4% | $5,331+170.3% |
| Admin fee / account holder | $20 | $50-59.6% | $3,998-99.5% | $109-81.4% |