Filed November 7, 2023 (most recent of 2 filings on file)
Total covered: 37 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $406,970 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $618,485-100.0% | $219,466-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | - |
| Annual return | 0.00% | 1.83%-1.8pp | 5.00%-5.0pp | - |
| Employer contribution / active EE | $0 | $6,826-100.0% | $35,918-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $75-100.0% | - |
| Admin fee / account holder | $0 | $70,000-100.0% | $13,204-100.0% | - |