Filed October 18, 2004
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 3-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 INVESTMENTS LLC Service code 27 99 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $171,528 |
Service code 37 · EIN 04-2647786 | Loan Processing | $148,716 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,643 | $61,756+51.6% | $70,092+33.6% | $77,904+20.2% |
| Participation rate | 95.1% | 79.9%+15.2pp | 70.5%+24.6pp | 73.7%+21.4pp |
| Annual return | 0.00% | -11.86%+11.9pp | 190.73%-190.7pp | 12.21%-12.2pp |
| Employer contribution / active EE | $4,556 | $2,706+68.4% | $2,559+78.1% | $2,848+60.0% |
| Participant deferral / active EE | $7,558 | $3,977+90.0% | $3,849+96.4% | $4,806+57.3% |
| Admin fee / account holder | $131 | $101+28.8% | $6,267-97.9% | $133-1.5% |