Filed April 30, 2013
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 |
|---|---|---|
MERCER1+ years Filed as: MERCER (US), INC. Service code 16 · EIN 13-2834414 | Consulting | $105,450 |
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 | $129,200 | $46,516+177.8% | $147,614-12.5% | $69,651+85.5% |
| Participation rate | 99.3% | 65.8%+33.4pp | 84.6%+14.6pp | 66.6%+32.7pp |
| Annual return | 2.44% | 9.48%-7.0pp | 61.98%-59.5pp | 53.77%-51.3pp |
| Employer contribution / active EE | $3,821 | $1,393+174.3% | $5,564-31.3% | $2,241+70.5% |
| Participant deferral / active EE | $6,392 | $2,719+135.1% | $4,895+30.6% | $3,635+75.8% |
| Admin fee / account holder | $11 | $45-76.0% | $11,611-99.9% | $63-83.0% |