Filed January 3, 2012
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 year Filed as: MERCER INVESTMENT, LLC Service code 16 · EIN 30-0282430 | Consulting | $93,939 |
Service code 12 · EIN 13-3689044 | Float revenue; Account maintenance fe... | $35,882 |
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 | $56,147 | $40,174+39.8% | $84,015-33.2% | $67,579-16.9% |
| Participation rate | 93.9% | 62.7%+31.2pp | 69.0%+24.9pp | 71.3%+22.6pp |
| Annual return | 21.03% | 25.82%-4.8pp | 71.31%-50.3pp | 378.56%-357.5pp |
| Employer contribution / active EE | $3,551 | $808+339.8% | $1,983+79.1% | $2,148+65.4% |
| Participant deferral / active EE | $6,454 | $2,301+180.5% | $3,239+99.3% | $3,539+82.4% |
| Admin fee / account holder | $288 | $128+124.2% | $6,101-95.3% | $142+102.2% |