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 | $153,949 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $40,328 |
Form 5500 reported that benefits due were not provided when due.
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 | $136,249 | $112,686+20.9% | $169,993-19.8% | $80,160+70.0% |
| Participation rate | 89.8% | 87.4%+2.4pp | 87.0%+2.8pp | 72.9%+16.9pp |
| Annual return | 18.69% | 67.04%-48.4pp | 53.37%-34.7pp | 40.38%-21.7pp |
| Employer contribution / active EE | $2,929 | $4,481-34.6% | $6,785-56.8% | $2,978-1.6% |
| Participant deferral / active EE | $7,405 | $7,876-6.0% | $10,408-28.8% | $5,017+47.6% |
| Admin fee / account holder | $67 | $99-32.7% | $12,815-99.5% | $145-54.0% |