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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $333,370 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 70 · EIN 30-0282430 | Consulting Fees | $209,256 |
MERCER2 years Service code 70 · EIN 13-2834414 | Consulting Fees | $103,654 |
CERIDIAN2 years Service code 50 · EIN 59-3424469 | Direct Payment | $10,244 |
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 | $111,962 | $67,598+65.6% | $75,886+47.5% | $77,787+43.9% |
| Participation rate | 99.3% | 69.6%+29.7pp | 69.3%+30.0pp | 73.2%+26.1pp |
| Annual return | 21.18% | 23.18%-2.0pp | 30.76%-9.6pp | 32.57%-11.4pp |
| Employer contribution / active EE | $7,581 | $2,430+212.0% | $2,500+203.2% | $2,504+202.7% |
| Participant deferral / active EE | $11,047 | $3,502+215.5% | $3,603+206.6% | $3,967+178.5% |
| Admin fee / account holder | $117 | $96+21.8% | $5,418-97.8% | $100+17.3% |