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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENT, LLC Service code 16 · EIN 30-0282430 | Consulting | $119,546 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $59,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,229 | $50,956-17.1% | $96,562-56.3% | $86,799-51.3% |
| Participation rate | 86.9% | 65.2%+21.7pp | 69.8%+17.1pp | 72.3%+14.7pp |
| Annual return | 18.01% | 21.27%-3.3pp | 37.78%-19.8pp | 97.91%-79.9pp |
| Employer contribution / active EE | $2,757 | $1,111+148.2% | $2,356+17.0% | $2,405+14.6% |
| Participant deferral / active EE | $5,102 | $2,954+72.7% | $3,849+32.5% | $4,131+23.5% |
| Admin fee / account holder | $223 | $166+34.5% | $6,181-96.4% | $170+31.7% |