Filed December 25, 2013
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 CONSULTANTS Service code 70 · EIN 61-0736136 | Consulting Fees | $85,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $14,193 |
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 | $153,953 | $70,106+119.6% | $80,975+90.1% | $63,975+140.6% |
| Participation rate | 84.5% | 79.4%+5.1pp | 75.8%+8.7pp | 71.1%+13.4pp |
| Annual return | 29.94% | 13.93%+16.0pp | 17.10%+12.8pp | 48.65%-18.7pp |
| Employer contribution / active EE | $2,965 | $2,042+45.2% | $3,714-20.2% | $2,182+35.9% |
| Participant deferral / active EE | $6,308 | $5,245+20.3% | $5,696+10.7% | $3,356+87.9% |
| Admin fee / account holder | $52 | $57-8.6% | $5,516-99.1% | $70-26.0% |