Filed March 31, 2010
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 HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $73,331 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,853 | $82,279-44.3% | $77,999-41.2% | $63,975-28.3% |
| Participation rate | 84.1% | 84.7%-0.6pp | 75.5%+8.6pp | 71.1%+12.9pp |
| Annual return | 7.11% | 11.20%-4.1pp | 425.96%-418.8pp | 48.65%-41.5pp |
| Employer contribution / active EE | $537 | $3,297-83.7% | $2,470-78.3% | $2,182-75.4% |
| Participant deferral / active EE | $2,213 | $4,538-51.2% | $3,497-36.7% | $3,356-34.1% |
| Admin fee / account holder | $8 | $81-89.7% | $5,480-99.8% | $70-88.1% |