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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER GLOBAL ADVISORS INC Service code 27 · EIN 74-3257877 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,742 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,379 | $106,028-1.6% | $146,958-29.0% | $77,643+34.4% |
| Participation rate | 87.6% | 78.4%+9.3pp | 82.2%+5.5pp | 70.6%+17.1pp |
| Annual return | 17.53% | 56.73%-39.2pp | 418.34%-400.8pp | 31.24%-13.7pp |
| Employer contribution / active EE | $8,035 | $4,063+97.7% | $4,933+62.9% | $2,726+194.8% |
| Participant deferral / active EE | $10,013 | $7,990+25.3% | $8,070+24.1% | $4,647+115.4% |
| Admin fee / account holder | $317 | $337-6.0% | $12,998-97.6% | $430-26.3% |