Filed February 25, 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 8-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+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $20,253 |
FINANCIAL ENGINES1+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $15,808 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $9,082 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,606 | $112,315-12.2% | $81,367+21.2% | $55,191+78.7% |
| Participation rate | 99.1% | 88.0%+11.0pp | 82.3%+16.8pp | 69.2%+29.9pp |
| Annual return | -1.07% | 0.62%-1.7pp | -0.92%-0.2pp | 10.78%-11.9pp |
| Employer contribution / active EE | $3,239 | $4,239-23.6% | $3,930-17.6% | $1,899+70.6% |
| Participant deferral / active EE | $6,352 | $6,435-1.3% | $5,383+18.0% | $3,046+108.5% |
| Admin fee / account holder | $63 | $83-24.9% | $8,926-99.3% | $91-31.1% |