Filed January 29, 2014
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 · EIN 20-1932099 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $449,440 |
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 131 SOUTH DEARBORN, SUITE 2400 · CHICAGO, IL 60603 | Legal | $23,507 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 20 STANWIX ST, SUITE 800 · PITTSBURGH, PA 15222 | Accounting | $18,900 |
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 | $74,816 | $87,670-14.7% | $123,104-39.2% | $69,651+7.4% |
| Participation rate | 94.2% | 87.8%+6.4pp | 86.8%+7.4pp | 66.6%+27.6pp |
| Annual return | 0.22% | 3.10%-2.9pp | 13.22%-13.0pp | 53.77%-53.5pp |
| Employer contribution / active EE | $2,569 | $3,511-26.8% | $5,151-50.1% | $2,241+14.6% |
| Participant deferral / active EE | $5,121 | $5,412-5.4% | $6,230-17.8% | $3,635+40.9% |
| Admin fee / account holder | $21 | $94-77.3% | $9,015-99.8% | $63-66.2% |