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 |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $439,095 |
FINANCIAL ENGINES2+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $178,856 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $49 |
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 | $52,482 | $23,734+121.1% | $69,182-24.1% | $65,292-19.6% |
| Participation rate | 33.3% | 33.1%+0.2pp | 55.1%-21.8pp | 72.4%-39.1pp |
| Annual return | 7.37% | 19.78%-12.4pp | -21.93%+29.3pp | 11.84%-4.5pp |
| Employer contribution / active EE | $719 | $294+144.5% | $1,206-40.4% | $2,302-68.8% |
| Participant deferral / active EE | $1,447 | $695+108.1% | $1,897-23.7% | $3,579-59.6% |
| Admin fee / account holder | $113 | $58+92.4% | $2,697-95.8% | $57+96.2% |