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 HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $438,910 |
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 | $25,725 | $43,110-40.3% | $156,549-83.6% | $65,292-60.6% |
| Participation rate | 93.3% | 69.3%+24.0pp | 84.0%+9.3pp | 72.4%+20.9pp |
| Annual return | 8.72% | 11.24%-2.5pp | 32.23%-23.5pp | 11.84%-3.1pp |
| Employer contribution / active EE | $3,399 | $1,702+99.7% | $5,501-38.2% | $2,302+47.7% |
| Participant deferral / active EE | $2,728 | $2,520+8.2% | $4,871-44.0% | $3,579-23.8% |
| Admin fee / account holder | $61 | $47+28.5% | $13,027-99.5% | $57+5.8% |