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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $105,315 |
JET PROPULSION LABORATORY6 years Service code 28 · EIN 95-1643307 | Investment Management | $49,627 |
ANAVURE INC.3 years Service code 28 · EIN 46-4190265 | Investment Management | $35,388 |
Service code 28 · EIN 95-1643307 | Investment Management | $29,737 |
MILLER KAPLAN ARASE LLP4 years Service code 10 · EIN 95-2036255 | Accounting | $14,000 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,790 | $127,246+37.4% | $75,696+130.9% | $101,517+72.2% |
| Participation rate | 96.6% | 76.6%+20.1pp | 74.8%+21.8pp | 74.6%+22.1pp |
| Annual return | 16.90% | 14.35%+2.6pp | 104.53%-87.6pp | 21.00%-4.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $2,743-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $12,274 | $4,639+164.6% | $3,821+221.2% | $4,873+151.9% |
| Admin fee / account holder | $23 | $42-44.5% | $3,619-99.4% | $139-83.5% |