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 INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $27,387 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING, INC Service code 28 · EIN 61-0736136 | Investment Management | $24,974 |
Service code 35 · EIN 95-1643307 | Other fees; Employee (plan sponsor); ... | $23,731 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $22,032 |
JET PROPULSION LABORATORY2 years Service code 28 · EIN 95-1643307 | Investment Management | $18,367 |
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 | $105,392 | $98,180+7.3% | $62,995+67.3% | $177,276-40.5% |
| Participation rate | 97.3% | 75.3%+22.0pp | 74.8%+22.5pp | 74.8%+22.5pp |
| Annual return | 21.70% | 16.81%+4.9pp | 87.57%-65.9pp | 21.25%+0.4pp |
| Employer contribution / active EE | $0 | $3,885-100.0% | $2,759-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $10,477 | $3,805+175.4% | $3,329+214.7% | $3,881+170.0% |
| Admin fee / account holder | $13 | $31-57.5% | $3,600-99.6% | $154-91.4% |