Filed April 9, 2006
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 (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $38,252 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,011 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,596 | $104,699-44.0% | $129,995-54.9% | - |
| Participation rate | 81.1% | 73.3%+7.8pp | 78.5%+2.6pp | - |
| Annual return | 16.21% | 12.02%+4.2pp | -137.18%+153.4pp | - |
| Employer contribution / active EE | $1,096 | $2,071-47.1% | $4,320-74.6% | - |
| Participant deferral / active EE | $6,352 | $4,216+50.7% | $5,820+9.1% | - |
| Admin fee / account holder | $90 | $5,899-98.5% | $10,614-99.1% | - |