Filed January 19, 2012 (most recent of 9 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 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 CONSULTING Service code 16 · EIN 61-0736136 PO BOX 730182 · DALLAS, TX 75373 | Consulting | $3,542 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $68,413-100.0% | $123,104-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 86.8%-86.8pp | 69.2%-69.2pp |
| Annual return | -0.66% | 6.30%-7.0pp | 13.22%-13.9pp | 10.78%-11.4pp |
| Employer contribution / active EE | $3,248 | $3,050+6.5% | $5,151-37.0% | $1,899+71.1% |
| Participant deferral / active EE | $7,187 | $4,490+60.1% | $6,230+15.4% | $3,046+135.9% |
| Admin fee / account holder | $0 | $88-100.0% | $9,015-100.0% | $91-100.0% |