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 LABORATORY4 years Service code 49 · EIN 95-1643307 | Other Services | $67,036 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $54,249 |
Service code 28 · EIN 95-1643307 | Investment Management | $26,999 |
ANAVURE INC.1 year Service code 28 · EIN 46-4190265 | Investment Management | $22,997 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $14,000 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $13,575 |
MERCER1 year Filed as: MERCER (US) INC. Service code 28 · EIN 13-2834414 | Investment Management | $11,434 |
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 | $125,256 | $109,303+14.6% | $69,455+80.3% | $82,204+52.4% |
| Participation rate | 97.7% | 74.9%+22.8pp | 74.6%+23.1pp | 73.4%+24.3pp |
| Annual return | 24.39% | 20.08%+4.3pp | 28.97%-4.6pp | 26.31%-1.9pp |
| Employer contribution / active EE | $0 | $5,149-100.0% | $2,779-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $11,115 | $4,210+164.0% | $3,535+214.4% | $4,246+161.8% |
| Admin fee / account holder | $21 | $29-28.9% | $3,839-99.5% | $76-72.6% |