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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $136,400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,216 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,762 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO., INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $360 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 | Shareholder Servicing | $0 |
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 | $155,204 | $155,364-0.1% | $103,476+50.0% | $77,643+99.9% |
| Participation rate | 96.9% | 85.5%+11.4pp | 80.5%+16.4pp | 70.6%+26.4pp |
| Annual return | 13.53% | 19.02%-5.5pp | 23.90%-10.4pp | 31.24%-17.7pp |
| Employer contribution / active EE | $5,213 | $5,949-12.4% | $4,672+11.6% | $2,726+91.3% |
| Participant deferral / active EE | $10,049 | $8,482+18.5% | $6,623+51.7% | $4,647+116.2% |
| Admin fee / account holder | $300 | $503-40.4% | $9,413-96.8% | $430-30.4% |