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 |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $94,271 |
CURCIO WEBB2+ years Service code 16 100 BUSH ST, STE 240 · SAN FRANCISCO, CA 94104 | Consulting | $15,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,838 | $80,211-12.9% | $74,183-5.9% | $63,975+9.2% |
| Participation rate | 59.1% | 84.2%-25.1pp | 76.6%-17.6pp | 71.1%-12.1pp |
| Annual return | 7.34% | 14.13%-6.8pp | 17.74%-10.4pp | 48.65%-41.3pp |
| Employer contribution / active EE | $3,073 | $2,553+20.4% | $2,370+29.7% | $2,182+40.9% |
| Participant deferral / active EE | $3,447 | $4,370-21.1% | $3,550-2.9% | $3,356+2.7% |
| Admin fee / account holder | $24 | $67-64.7% | $5,586-99.6% | $70-66.3% |