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 INVESTMENTS LLC Service code 70 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting Fees | $489,974 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $338,437 |
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 | $164,227 | $70,115+134.2% | $70,515+132.9% | $80,160+104.9% |
| Participation rate | 98.9% | 71.7%+27.3pp | 68.3%+30.6pp | 72.9%+26.0pp |
| Annual return | 15.69% | 134.51%-118.8pp | 32.77%-17.1pp | 40.38%-24.7pp |
| Employer contribution / active EE | $8,575 | $3,021+183.8% | $2,973+188.4% | $2,978+188.0% |
| Participant deferral / active EE | $13,088 | $4,495+191.2% | $4,567+186.6% | $5,017+160.8% |
| Admin fee / account holder | $156 | $112+39.3% | $6,412-97.6% | $145+7.9% |