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 year Filed as: MERCER INVESTMENT MANAGEMENT INC. Service code 99 · EIN 30-0282430 | Other Fees | $57,414 |
Service code 99 · EIN 13-2635933 5 PARAGON DRIVE, SUITE 200 · MONTVALE, NJ 07645 | Other Fees | $20,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $50,742 | $407,990-87.6% | $121,196-58.1% | $75,289-32.6% |
| Participation rate | 80.6% | 59.5%+21.1pp | 71.7%+8.9pp | 72.4%+8.2pp |
| Annual return | -4.12% | 2.93%-7.0pp | 16.93%-21.0pp | -0.04%-4.1pp |
| Employer contribution / active EE | $940 | $1,846-49.1% | $4,022-76.6% | $2,405-60.9% |
| Participant deferral / active EE | $4,195 | $2,201+90.7% | $3,344+25.4% | $3,739+12.2% |
| Admin fee / account holder | $4 | $455-99.2% | $5,019-99.9% | $102-96.5% |