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 |
|---|---|---|
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $40,965 |
Service code 37 · EIN 04-2647786 | Loan Processing | $481 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $48,601 | $90,410-46.2% | $91,001-46.6% | $77,958-37.7% |
| Participation rate | 83.4% | 86.4%-3.0pp | 75.6%+7.8pp | 71.6%+11.7pp |
| Annual return | 12.79% | 21.34%-8.5pp | 4.60%+8.2pp | 20.87%-8.1pp |
| Employer contribution / active EE | $539 | $3,392-84.1% | $2,456-78.0% | $2,310-76.7% |
| Participant deferral / active EE | $2,421 | $4,816-49.7% | $3,547-31.8% | $3,537-31.6% |
| Admin fee / account holder | $6 | $79-92.3% | $5,417-99.9% | $97-93.8% |