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 |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $66,171 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,209 | $68,413-45.6% | $123,104-69.8% | $55,191-32.6% |
| Participation rate | 88.6% | 84.5%+4.1pp | 86.8%+1.8pp | 69.2%+19.4pp |
| Annual return | 1.82% | 6.30%-4.5pp | 13.22%-11.4pp | 10.78%-9.0pp |
| Employer contribution / active EE | $529 | $3,050-82.6% | $5,151-89.7% | $1,899-72.1% |
| Participant deferral / active EE | $3,877 | $4,490-13.7% | $6,230-37.8% | $3,046+27.3% |
| Admin fee / account holder | $59 | $88-33.1% | $9,015-99.3% | $91-35.2% |