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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING INC. Service code 70 · EIN 30-0282430 | Consulting Fees | $964,724 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $316,346 |
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 | $136,779 | $63,321+116.0% | $68,791+98.8% | $77,904+75.6% |
| Participation rate | 98.3% | 71.1%+27.2pp | 69.0%+29.3pp | 73.7%+24.7pp |
| Annual return | -16.39% | -6.50%-9.9pp | -6.38%-10.0pp | 12.21%-28.6pp |
| Employer contribution / active EE | $8,705 | $2,794+211.6% | $2,655+227.9% | $2,848+205.7% |
| Participant deferral / active EE | $12,807 | $4,029+217.8% | $3,941+224.9% | $4,806+166.5% |
| Admin fee / account holder | $237 | $104+127.7% | $4,932-95.2% | $133+79.2% |