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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 70 · EIN 30-0282430 | Consulting Fees | $325,207 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $284,265 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,625 | $74,462+80.8% | $81,983+64.2% | $90,288+49.1% |
| Participation rate | 99.1% | 69.7%+29.5pp | 69.2%+29.9pp | 73.4%+25.8pp |
| Annual return | 14.89% | 17.56%-2.7pp | 41.31%-26.4pp | 53.97%-39.1pp |
| Employer contribution / active EE | $6,461 | $2,334+176.8% | $2,498+158.6% | $2,524+156.0% |
| Participant deferral / active EE | $11,539 | $3,602+220.3% | $3,722+210.0% | $4,232+172.6% |
| Admin fee / account holder | $114 | $98+16.8% | $5,664-98.0% | $114+0.3% |