Filed April 30, 2013
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 5-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 13 · EIN 35-1140070 | Contract Administrator | $147,876 |
MERCER1 year Filed as: MERCER, INC. Service code 16 · EIN 99-9999286 | Consulting | $82,455 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,251 | $45,382-42.2% | $154,107-83.0% | $75,289-65.1% |
| Participation rate | 95.2% | 65.9%+29.3pp | 83.0%+12.2pp | 72.4%+22.8pp |
| Annual return | -4.96% | -0.47%-4.5pp | 735.12%-740.1pp | -0.04%-4.9pp |
| Employer contribution / active EE | $285 | $1,533-81.4% | $5,298-94.6% | $2,405-88.2% |
| Participant deferral / active EE | $3,018 | $2,384+26.6% | $5,081-40.6% | $3,739-19.3% |
| Admin fee / account holder | $177 | $89+98.2% | $13,411-98.7% | $102+73.1% |