Filed November 25, 2008 (most recent of 5 filings on file)
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 |
|---|---|---|
MERCER2 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 99 21875 NETWORK PLACE · CHICAGO, IL 60673 | Other Fees | $118,951 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,463 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,053 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 74-1737782 | Securities brokerage; Securities brok... | $104 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,405 | $331,159-55.8% | $112,887+29.7% | $74,419+96.7% |
| Participation rate | 97.2% | 81.4%+15.9pp | 80.5%+16.7pp | 70.7%+26.5pp |
| Annual return | 17.36% | 21.62%-4.3pp | 34.10%-16.7pp | 34.38%-17.0pp |
| Employer contribution / active EE | $4,935 | $5,469-9.8% | $4,563+8.1% | $2,637+87.1% |
| Participant deferral / active EE | $9,800 | $8,097+21.0% | $6,513+50.5% | $4,528+116.4% |
| Admin fee / account holder | $268 | $281-4.7% | $7,047-96.2% | $348-23.0% |