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 | $82,099 |
Employer contribution per participant 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 | $37,366 | $71,802-48.0% | $133,980-72.1% | $57,658-35.2% |
| Participation rate | 88.2% | 85.5%+2.8pp | 87.1%+1.2pp | 70.2%+18.0pp |
| Annual return | 9.19% | 13.51%-4.3pp | 29.30%-20.1pp | 5.13%+4.1pp |
| Employer contribution / active EE | $868 | $3,161-72.5% | $5,211-83.3% | $1,974-56.0% |
| Participant deferral / active EE | $3,622 | $4,606-21.4% | $6,282-42.3% | $3,061+18.4% |
| Admin fee / account holder | $68 | $88-22.0% | $9,324-99.3% | $95-27.6% |