Filed June 6, 2003
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 |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $612,369 |
FINANCIAL ENGINES1+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $174,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,707 | $34,910+13.7% | $59,496-33.3% | $69,651-43.0% |
| Participation rate | 28.2% | 37.9%-9.7pp | 54.6%-26.4pp | 66.6%-38.4pp |
| Annual return | 0.51% | 0.39%+0.1pp | 182.05%-181.5pp | 53.77%-53.3pp |
| Employer contribution / active EE | $405 | $496-18.4% | $1,153-64.9% | $2,241-81.9% |
| Participant deferral / active EE | $806 | $1,077-25.1% | $1,829-55.9% | $3,635-77.8% |
| Admin fee / account holder | $99 | $60+66.4% | $2,232-95.6% | $63+57.1% |