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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 16 · EIN 61-0736136 | Consulting | $170,100 |
Service code 26 · EIN 20-4751585 | Advisory (Participants) | $20,000 |
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 | $125,241 | $46,969+166.6% | $154,107-18.7% | $73,367+70.7% |
| Participation rate | 99.8% | 72.4%+27.4pp | 83.0%+16.8pp | 69.5%+30.4pp |
| Annual return | -3.30% | 821.68%-825.0pp | 735.12%-738.4pp | 173.45%-176.8pp |
| Employer contribution / active EE | $4,637 | $1,723+169.1% | $5,298-12.5% | $2,499+85.6% |
| Participant deferral / active EE | $6,700 | $3,162+111.9% | $5,081+31.9% | $4,033+66.1% |
| Admin fee / account holder | $12 | $47-74.8% | $13,411-99.9% | $68-82.8% |