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 |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $442,287 |
SEYFARTH SHAW LLP2+ years Service code 29 · EIN 36-2152202 131 SOUTH DEARBORN, SUITE 2400 · CHICAGO, IL 60603 | Legal | $36,864 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 10 STANWIX ST, SUITE 800 · PITTSBURGH, PA 15222 | Accounting | $19,000 |
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 | $79,027 | $93,756-15.7% | $133,980-41.0% | $329,111-76.0% |
| Participation rate | 92.8% | 89.7%+3.1pp | 87.1%+5.7pp | 67.9%+24.9pp |
| Annual return | 13.08% | 20.33%-7.3pp | 29.30%-16.2pp | 16.35%-3.3pp |
| Employer contribution / active EE | $2,451 | $3,619-32.3% | $5,211-53.0% | $2,303+6.4% |
| Participant deferral / active EE | $4,997 | $5,685-12.1% | $6,282-20.5% | $3,682+35.7% |
| Admin fee / account holder | $20 | $90-77.5% | $9,324-99.8% | $754-97.3% |