Filed August 8, 2012 (most recent of 2 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 |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 INVESTOR WAY · NORWOOD, MA 02062 | Recordkeeping | $135,124 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,678 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,820 | $81,321+20.3% | $68,509+42.8% | $59,188+65.3% |
| Participation rate | 87.5% | 83.8%+3.7pp | 74.7%+12.8pp | 69.4%+18.1pp |
| Annual return | -2.80% | 4.65%-7.5pp | 8.27%-11.1pp | 5.51%-8.3pp |
| Employer contribution / active EE | $5,644 | $3,297+71.2% | $2,278+147.8% | $2,098+169.0% |
| Participant deferral / active EE | $4,821 | $4,592+5.0% | $3,382+42.5% | $3,265+47.7% |
| Admin fee / account holder | $10 | $62-83.4% | $5,275-99.8% | $92-88.9% |