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 |
|---|---|---|
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $787,616 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Claims pr... | $10,210 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $97,400 | $80,976+20.3% | $75,670+28.7% | $80,976+20.3% |
| Participation rate | 80.7% | 68.3%+12.5pp | 72.3%+8.4pp | 68.3%+12.5pp |
| Annual return | 15.07% | 22.91%-7.8pp | 27.34%-12.3pp | 22.91%-7.8pp |
| Employer contribution / active EE | $3,090 | $2,402+28.6% | $2,352+31.4% | $2,402+28.6% |
| Participant deferral / active EE | $4,419 | $3,848+14.8% | $3,142+40.6% | $3,848+14.8% |
| Admin fee / account holder | $58 | $67-14.0% | $5,800-99.0% | $67-14.0% |