Filed August 31, 2011 (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 |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $175,554 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,029 | $80,354+61.8% | $133,980-2.9% | $63,975+103.3% |
| Participation rate | 96.5% | 87.5%+9.0pp | 87.1%+9.5pp | 71.1%+25.4pp |
| Annual return | 6.45% | 13.11%-6.7pp | 29.30%-22.8pp | 48.65%-42.2pp |
| Employer contribution / active EE | $7,061 | $3,503+101.6% | $5,211+35.5% | $2,182+223.7% |
| Participant deferral / active EE | $6,429 | $5,239+22.7% | $6,282+2.3% | $3,356+91.5% |
| Admin fee / account holder | $98 | $69+41.5% | $9,324-98.9% | $70+39.3% |