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 INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $153,570 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,201 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,466 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO., INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $158 |
CHARLES SCHWAB & CO., INC.11+ years Service code 59 | Shareholder Servicing | $0 |
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 | $179,017 | $197,941-9.6% | $100,534+78.1% | $85,563+109.2% |
| Participation rate | 98.2% | 83.8%+14.5pp | 80.6%+17.6pp | 66.0%+32.3pp |
| Annual return | 17.70% | 21.00%-3.3pp | 32.66%-15.0pp | 31.51%-13.8pp |
| Employer contribution / active EE | $7,506 | $7,157+4.9% | $4,346+72.7% | $2,654+182.9% |
| Participant deferral / active EE | $9,846 | $9,061+8.7% | $6,144+60.3% | $4,375+125.0% |
| Admin fee / account holder | $325 | $1,158-71.9% | $7,654-95.8% | $834-61.0% |