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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT, LLC Service code 16 · EIN 30-0282430 | Consulting | $97,607 |
Service code 12 · EIN 13-3689044 | Float revenue; Investment management;... | $35,918 |
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 | $57,772 | $64,286-10.1% | $90,951-36.5% | $73,409-21.3% |
| Participation rate | 92.5% | 63.6%+28.9pp | 69.0%+23.5pp | 72.2%+20.3pp |
| Annual return | 12.79% | 21.45%-8.7pp | 134.60%-121.8pp | 59.29%-46.5pp |
| Employer contribution / active EE | $1,423 | $895+59.1% | $2,122-32.9% | $2,234-36.3% |
| Participant deferral / active EE | $6,044 | $2,453+146.4% | $3,373+79.2% | $3,805+58.8% |
| Admin fee / account holder | $278 | $287-3.3% | $5,959-95.3% | $158+75.8% |