Filed November 30, 1999 (most recent of 2 filings on file)
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 9-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 020621584 | Recordkeeping | $92,534 |
CURCIO WEBB1+ years Service code 16 100 BUSH STREET · SAN FRANCISCO, CA 94104 | Consulting | $17,824 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,232 | $71,957-12.1% | $67,652-6.5% | $59,188+6.8% |
| Participation rate | 63.4% | 82.7%-19.2pp | 75.7%-12.2pp | 69.4%-6.0pp |
| Annual return | -0.41% | 8.53%-8.9pp | 6625.04%-6625.4pp | 5.51%-5.9pp |
| Employer contribution / active EE | $1,284 | $2,432-47.2% | $2,266-43.3% | $2,098-38.8% |
| Participant deferral / active EE | $3,417 | $4,211-18.9% | $3,560-4.0% | $3,265+4.7% |
| Admin fee / account holder | $22 | $64-65.2% | $4,821-99.5% | $92-75.8% |