Filed April 26, 2018 (most recent of 6 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $115,903 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $40,125 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,426 | $122,693+14.5% | $184,203-23.8% | $199,593-29.6% |
| Participation rate | 90.0% | 86.8%+3.2pp | 86.8%+3.2pp | 72.0%+18.0pp |
| Annual return | 16.77% | 143.91%-127.1pp | 28.81%-12.0pp | 34.25%-17.5pp |
| Employer contribution / active EE | $2,788 | $4,584-39.2% | $6,427-56.6% | $3,034-8.1% |
| Participant deferral / active EE | $6,931 | $7,990-13.3% | $9,131-24.1% | $5,087+36.3% |
| Admin fee / account holder | $51 | $121-57.8% | $13,901-99.6% | $269-81.1% |