Filed April 22, 2022 (most recent of 2 filings on file)
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 |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $70,000 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $29,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,113 | $82,279+100.7% | $77,999+111.7% | $63,975+158.1% |
| Participation rate | 90.8% | 84.7%+6.2pp | 75.5%+15.3pp | 71.1%+19.7pp |
| Annual return | 4.78% | 11.20%-6.4pp | 425.96%-421.2pp | 48.65%-43.9pp |
| Employer contribution / active EE | $2,672 | $3,297-18.9% | $2,470+8.2% | $2,182+22.5% |
| Participant deferral / active EE | $6,376 | $4,538+40.5% | $3,497+82.3% | $3,356+90.0% |
| Admin fee / account holder | $64 | $81-21.7% | $5,480-98.8% | $70-9.5% |