Filed September 25, 2008
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 INVESTMENT MANAGEMENT Service code 16 · EIN 30-0282430 | Consulting | $19,939 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Distribu... | $16,581 |
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,341 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,685 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,218 | $58,083-23.9% | $80,019-44.7% | $56,287-21.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -4.68% | 34.61%-39.3pp | 11.22%-15.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,743 | $1,932+42.0% | $2,468+11.2% | $2,111+30.0% |
| Participant deferral / active EE | $4,047 | $3,135+29.1% | $3,686+9.8% | $3,350+20.8% |
| Admin fee / account holder | $227 | $623-63.6% | $6,521-96.5% | $521-56.5% |