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 |
|---|---|---|
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $37,975 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $34,053 |
Service code 12 · EIN 04-3523567 | Investment management; Securities bro... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,159 | $81,537-49.5% | $149,718-72.5% | $69,631-40.9% |
| Participation rate | 92.3% | 86.1%+6.2pp | 87.1%+5.2pp | 70.7%+21.6pp |
| Annual return | 18.72% | 22.79%-4.1pp | 1501.63%-1482.9pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $1,169 | $3,239-63.9% | $5,445-78.5% | $2,032-42.5% |
| Participant deferral / active EE | $4,430 | $4,994-11.3% | $6,569-32.6% | $3,224+37.4% |
| Admin fee / account holder | $44 | $107-58.4% | $11,283-99.6% | $110-59.7% |