See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $58,148 |
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $45,276 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,000 | $64,286-59.6% | $90,951-71.4% | $73,409-64.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.0%+31.0pp | 72.2%+27.8pp |
| Annual return | 16.44% | 21.45%-5.0pp | 134.60%-118.2pp | 59.29%-42.9pp |
| Employer contribution / active EE | $2,454 | $895+174.4% | $2,122+15.7% | $2,234+9.9% |
| Participant deferral / active EE | $4,131 | $2,453+68.4% | $3,373+22.5% | $3,805+8.6% |
| Admin fee / account holder | $172 | $287-40.3% | $5,959-97.1% | $158+8.6% |