Filed October 18, 2004
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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $215,728 |
Service code 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $58,889 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $137,659 | $79,519+73.1% | $95,952+43.5% | $73,409+87.5% |
| Participation rate | 99.4% | 81.2%+18.3pp | 77.1%+22.4pp | 72.2%+27.3pp |
| Annual return | 12.94% | 19.20%-6.3pp | 91.61%-78.7pp | 59.29%-46.4pp |
| Employer contribution / active EE | $6,395 | $2,048+212.3% | $2,541+151.7% | $2,234+186.3% |
| Participant deferral / active EE | $10,668 | $4,138+157.8% | $4,167+156.0% | $3,805+180.3% |
| Admin fee / account holder | $362 | $184+96.3% | $6,795-94.7% | $158+129.2% |