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 | Recordkeeping | $155,460 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK Service code 33 · EIN 04-1867445 | Securities brokerage commissions and ... | $8,363 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,260 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,427 | $81,321+48.1% | $68,509+75.8% | $59,188+103.5% |
| Participation rate | 84.4% | 83.8%+0.6pp | 74.7%+9.7pp | 69.4%+15.0pp |
| Annual return | -3.96% | 4.65%-8.6pp | 8.27%-12.2pp | 5.51%-9.5pp |
| Employer contribution / active EE | $3,105 | $3,297-5.8% | $2,278+36.3% | $2,098+48.0% |
| Participant deferral / active EE | $5,071 | $4,592+10.4% | $3,382+49.9% | $3,265+55.3% |
| Admin fee / account holder | $14 | $62-78.1% | $5,275-99.7% | $92-85.3% |