Filed October 18, 2004
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 ADVISORS Service code 16 · EIN 74-3257877 | Consulting | $6,213 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $385,593 | $53,136+625.7% | $155,509+148.0% | $199,593+93.2% |
| Participation rate | 96.7% | 64.1%+32.6pp | 78.2%+18.5pp | 72.0%+24.7pp |
| Annual return | 18.05% | 41.15%-23.1pp | 64.67%-46.6pp | 34.25%-16.2pp |
| Employer contribution / active EE | $3,363 | $1,851+81.7% | $4,672-28.0% | $3,034+10.8% |
| Participant deferral / active EE | $22,313 | $3,161+606.0% | $5,626+296.6% | $5,087+338.7% |
| Admin fee / account holder | -$233 | $185-225.9% | $15,912-101.5% | $269-186.9% |