Filed December 7, 2022
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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $176,342 |
MERCER2 years Filed as: MERCER INC. Service code 27 · EIN 13-2834414 | Advisory (Plan) | $85,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,678 | $95,918+0.8% | $151,611-36.2% | $77,904+24.1% |
| Participation rate | 95.8% | 88.7%+7.1pp | 87.5%+8.3pp | 73.7%+22.1pp |
| Annual return | -14.63% | -5.50%-9.1pp | 3.33%-18.0pp | 12.21%-26.8pp |
| Employer contribution / active EE | $7,373 | $4,330+70.3% | $6,166+19.6% | $2,848+158.9% |
| Participant deferral / active EE | $7,066 | $7,508-5.9% | $8,363-15.5% | $4,806+47.0% |
| Admin fee / account holder | $79 | $93-15.5% | $11,616-99.3% | $133-40.5% |