Filed January 26, 2006 (most recent of 3 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 HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $143,950 |
ASCENSUS LLC1+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 19435 W. CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Plan) | $76,250 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,813 | $88,324-11.9% | $115,037-32.4% | $55,191+41.0% |
| Participation rate | 96.3% | 72.5%+23.7pp | 81.4%+14.9pp | 69.2%+27.1pp |
| Annual return | -0.78% | 6.30%-7.1pp | 26.14%-26.9pp | 10.78%-11.6pp |
| Employer contribution / active EE | $3,405 | $2,805+21.4% | $4,608-26.1% | $1,899+79.4% |
| Participant deferral / active EE | $3,626 | $5,042-28.1% | $6,026-39.8% | $3,046+19.0% |
| Admin fee / account holder | $174 | $105+65.4% | $8,175-97.9% | $91+92.1% |