Filed September 20, 2013
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 |
|---|---|---|
MERCER5 years Filed as: MERCER GLOBAL ADVISORS INC Service code 27 · EIN 74-3257877 | Advisory (Plan) | $77,833 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,596 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,364 | $87,870-14.2% | $113,168-33.4% | $74,304+1.4% |
| Participation rate | 96.3% | 70.7%+25.5pp | 76.6%+19.7pp | 60.3%+35.9pp |
| Annual return | 15.21% | 26.44%-11.2pp | 24.27%-9.1pp | 29.43%-14.2pp |
| Employer contribution / active EE | $2,795 | $2,277+22.8% | $2,975-6.1% | $2,241+24.7% |
| Participant deferral / active EE | $4,797 | $4,241+13.1% | $5,107-6.1% | $3,767+27.3% |
| Admin fee / account holder | $365 | $3,368-89.1% | $12,068-97.0% | $2,969-87.7% |