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 |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $517,153 |
CURCIO WEBB2+ years Service code 16 100 BUSH ST, STE 240 · SAN FRANCISCO, CA 94104 | Consulting | $70,107 |
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 | $119,830 | $80,211+49.4% | $74,183+61.5% | $63,975+87.3% |
| Participation rate | 92.8% | 84.2%+8.6pp | 76.6%+16.2pp | 71.1%+21.7pp |
| Annual return | 8.08% | 14.13%-6.0pp | 17.74%-9.7pp | 48.65%-40.6pp |
| Employer contribution / active EE | $4,088 | $2,553+60.1% | $2,370+72.5% | $2,182+87.4% |
| Participant deferral / active EE | $6,260 | $4,370+43.2% | $3,550+76.3% | $3,356+86.5% |
| Admin fee / account holder | $40 | $67-40.3% | $5,586-99.3% | $70-43.1% |