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 |
|---|---|---|
Service code 15 · EIN 13-2689044 | Recordkeeping | $40,825 |
MERCER1 year Filed as: MERCER HR SERVICES , LLC Service code 15 | Recordkeeping | $8,472 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $3,920 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return 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 | $78,187 | $89,274-12.4% | $149,718-47.8% | $77,958+0.3% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 11.93% | 20.36%-8.4pp | 1501.63%-1489.7pp | 20.87%-8.9pp |
| Employer contribution / active EE | $1,677 | $3,727-55.0% | $5,445-69.2% | $2,310-27.4% |
| Participant deferral / active EE | $4,293 | $5,382-20.2% | $6,569-34.7% | $3,537+21.4% |
| Admin fee / account holder | $22 | $240-90.8% | $11,283-99.8% | $97-77.2% |