Filed October 23, 1
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 | $54,008 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,486 | $75,760-13.6% | $123,104-46.8% | $59,188+10.6% |
| Participation rate | 96.6% | 86.0%+10.6pp | 86.8%+9.8pp | 69.4%+27.2pp |
| Annual return | 0.00% | 2.93%-2.9pp | 13.22%-13.2pp | 5.51%-5.5pp |
| Employer contribution / active EE | $1,437 | $3,415-57.9% | $5,151-72.1% | $2,098-31.5% |
| Participant deferral / active EE | $3,527 | $5,000-29.5% | $6,230-43.4% | $3,265+8.0% |
| Admin fee / account holder | $17 | $61-71.6% | $9,015-99.8% | $92-81.3% |