See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $3,934 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,295 | $60,349-16.7% | $74,183-32.2% | $62,891-20.0% |
| Participation rate | 95.2% | 72.7%+22.5pp | 76.6%+18.6pp | 69.3%+25.9pp |
| Annual return | 6.77% | 21.37%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,907 | $1,680+73.0% | $2,370+22.7% | $2,281+27.5% |
| Participant deferral / active EE | $1,500 | $2,856-47.5% | $3,550-57.7% | $3,203-53.2% |
| Admin fee / account holder | $31 | $4,261-99.3% | $5,586-99.4% | $4,296-99.3% |