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 |
|---|---|---|
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $332,981 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $20,959 |
CURCIO WEBB3+ years Service code 16 · EIN 36-4171366 | Consulting | $16,265 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $136,399 | $88,730+53.7% | $82,313+65.7% | $77,958+75.0% |
| Participation rate | 92.3% | 84.5%+7.8pp | 76.9%+15.4pp | 71.6%+20.7pp |
| Annual return | 17.03% | 20.88%-3.9pp | 25.88%-8.8pp | 20.87%-3.8pp |
| Employer contribution / active EE | $3,582 | $2,758+29.9% | $2,428+47.5% | $2,310+55.0% |
| Participant deferral / active EE | $6,535 | $4,634+41.0% | $3,706+76.3% | $3,537+84.8% |
| Admin fee / account holder | $25 | $74-66.8% | $5,608-99.6% | $97-74.7% |