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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $97,920 |
JET PROPULSION LABORATORY7 years Service code 28 · EIN 95-1643307 | Investment Management | $60,703 |
Service code 28 · EIN 95-1643307 | Investment Management | $42,858 |
ANAVURE INC.4 years Service code 28 · EIN 46-4190265 | Investment Management | $32,397 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $14,000 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,570 | $95,445+57.8% | $60,874+147.3% | $78,044+92.9% |
| Participation rate | 96.9% | 72.5%+24.4pp | 73.1%+23.8pp | 74.4%+22.4pp |
| Annual return | -12.25% | -12.21%0pp | 16.90%-29.1pp | 10.87%-23.1pp |
| Employer contribution / active EE | $0 | $3,900-100.0% | $2,701-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $12,489 | $4,558+174.0% | $3,817+227.2% | $5,084+145.6% |
| Admin fee / account holder | $23 | $46-49.3% | $3,224-99.3% | $79-70.6% |