Filed July 20, 2006 (most recent of 4 filings on file)
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 | $1,559,924 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $54,965 | $93,756-41.4% | $133,980-59.0% | $329,111-83.3% |
| Participation rate | 93.9% | 89.7%+4.1pp | 87.1%+6.8pp | 67.9%+26.0pp |
| Annual return | 17.40% | 20.33%-2.9pp | 29.30%-11.9pp | 16.35%+1.0pp |
| Employer contribution / active EE | $2,613 | $3,619-27.8% | $5,211-49.9% | $2,303+13.4% |
| Participant deferral / active EE | $3,469 | $5,685-39.0% | $6,282-44.8% | $3,682-5.8% |
| Admin fee / account holder | $43 | $90-52.2% | $9,324-99.5% | $754-94.3% |