Filed July 11, 2018
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 · EIN 20-1932099 | Recordkeeping | $154,680 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER & CO Service code 27 250 PEARL STREET NW · GRAND RAPIDS, MI 49503 | Advisory (Plan) | $50,560 |
MERCER1+ years Filed as: MERCER TRUST COMPANY Service code 63 INVESTORS WAY · NORWOOD, MA 020621584 | 12b-1 Fees | $15,386 |
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 | $24,365 | $57,435-57.6% | $105,218-76.8% | $55,191-55.9% |
| Participation rate | 91.4% | 71.3%+20.1pp | 77.2%+14.2pp | 69.2%+22.3pp |
| Annual return | 1.58% | 2.97%-1.4pp | 5.33%-3.8pp | 10.78%-9.2pp |
| Employer contribution / active EE | $434 | $1,920-77.4% | $3,255-86.7% | $1,899-77.1% |
| Participant deferral / active EE | $2,398 | $3,495-31.4% | $4,867-50.7% | $3,046-21.3% |
| Admin fee / account holder | $37 | $70-47.6% | $6,992-99.5% | $91-59.4% |