Filed September 18, 1992
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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMNTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $10,701 |
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 | $124,572 | $54,590+128.2% | $81,930+52.0% | $73,488+69.5% |
| Participation rate | 99.0% | 68.3%+30.7pp | 72.0%+27.0pp | 70.7%+28.3pp |
| Annual return | 13.50% | 17.74%-4.2pp | 29.49%-16.0pp | 28.51%-15.0pp |
| Employer contribution / active EE | $6,379 | $1,636+289.9% | $4,310+48.0% | $2,270+181.0% |
| Participant deferral / active EE | $5,486 | $2,759+98.9% | $7,107-22.8% | $3,740+46.7% |
| Admin fee / account holder | $75 | $592-87.3% | $5,158-98.5% | $513-85.4% |