Filed March 31, 2011 (most recent of 5 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 |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $727,895 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,642 | $92,488+5.6% | $70,014+39.5% | $65,292+49.5% |
| Participation rate | 94.4% | 81.7%+12.8pp | 71.8%+22.6pp | 72.4%+22.0pp |
| Annual return | 11.08% | 20.13%-9.1pp | 12.99%-1.9pp | 11.84%-0.8pp |
| Employer contribution / active EE | $3,615 | $3,198+13.0% | $2,338+54.6% | $2,302+57.1% |
| Participant deferral / active EE | $5,061 | $4,112+23.1% | $2,931+72.7% | $3,579+41.4% |
| Admin fee / account holder | $58 | $580% | $4,380-98.7% | $57+1.9% |