Filed July 26, 2016
Total covered: 360 employees
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 9-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 |
|---|---|---|
MERCER8 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 70 · EIN 30-0282430 | Consulting Fees | $518,392 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $319,863 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,922 | $81,357+131.0% | $75,972+147.4% | $199,593-5.8% |
| Participation rate | 98.9% | 69.9%+29.0pp | 69.1%+29.9pp | 72.0%+26.9pp |
| Annual return | 12.10% | 16.32%-4.2pp | 359.55%-347.4pp | 34.25%-22.1pp |
| Employer contribution / active EE | $8,591 | $3,341+157.2% | $2,685+220.0% | $3,034+183.1% |
| Participant deferral / active EE | $13,265 | $4,710+181.6% | $4,255+211.7% | $5,087+160.8% |
| Admin fee / account holder | $163 | $144+13.1% | $6,467-97.5% | $269-39.2% |