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 |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $130,238 |
ANAVURE INC.5 years Service code 50 · EIN 46-4190265 | Direct Payment | $51,124 |
MILLER KAPLAN ARASE LLP6 years Service code 10 · EIN 95-2036255 | Accounting | $14,700 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,874 | $111,545+57.7% | $64,056+174.6% | $103,482+70.0% |
| Participation rate | 98.1% | 74.9%+23.1pp | 72.3%+25.8pp | 73.3%+24.8pp |
| Annual return | 19.81% | 17.80%+2.0pp | 33.69%-13.9pp | 33.11%-13.3pp |
| Employer contribution / active EE | $0 | $4,573-100.0% | $2,747-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $13,274 | $4,715+181.5% | $3,880+242.1% | $5,207+154.9% |
| Admin fee / account holder | $18 | $45-60.4% | $3,068-99.4% | $114-84.4% |