Filed July 20, 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 |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENTS Service code 50 · EIN 30-0282430 | Direct Payment | $24,951 |
Filed as: CBIZ CPAS, LLC Service code 10 · EIN 34-1846498 | Accounting | $24,592 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$3,416 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,419 | $106,028+47.5% | $146,958+6.4% | $77,643+101.5% |
| Participation rate | 92.5% | 78.4%+14.2pp | 82.2%+10.4pp | 70.6%+22.0pp |
| Annual return | 12.78% | 56.73%-43.9pp | 418.34%-405.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $9,243 | $4,063+127.5% | $4,933+87.4% | $2,726+239.1% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |