Filed January 31, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 10-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+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $496,728 |
CURCIO WEBB1+ years Service code 16 100 BUSH STREET · SAN FRANCISCO, CA 94104 | Consulting | $77,608 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,424 | $71,957+59.0% | $67,652+69.1% | $59,188+93.3% |
| Participation rate | 92.8% | 82.7%+10.1pp | 75.7%+17.1pp | 69.4%+23.3pp |
| Annual return | 0.96% | 8.53%-7.6pp | 6625.04%-6624.1pp | 5.51%-4.6pp |
| Employer contribution / active EE | $2,553 | $2,432+5.0% | $2,266+12.7% | $2,098+21.7% |
| Participant deferral / active EE | $5,628 | $4,211+33.7% | $3,560+58.1% | $3,265+72.4% |
| Admin fee / account holder | $36 | $64-43.8% | $4,821-99.3% | $92-60.9% |