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 |
|---|---|---|
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $59,857 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $4,623 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $85,526 | $88,730-3.6% | $82,313+3.9% | $77,958+9.7% |
| Participation rate | 56.5% | 84.5%-28.1pp | 76.9%-20.4pp | 71.6%-15.2pp |
| Annual return | 15.29% | 20.88%-5.6pp | 25.88%-10.6pp | 20.87%-5.6pp |
| Employer contribution / active EE | $2,562 | $2,758-7.1% | $2,428+5.5% | $2,310+10.9% |
| Participant deferral / active EE | $3,398 | $4,634-26.7% | $3,706-8.3% | $3,537-3.9% |
| Admin fee / account holder | $15 | $74-80.4% | $5,608-99.7% | $97-85.1% |