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 |
|---|---|---|
MERCER2 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $38,702 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,042 |
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 | $65,787 | $89,436-26.4% | $164,813-60.1% | $77,643-15.3% |
| Participation rate | 85.1% | 78.6%+6.5pp | 78.6%+6.5pp | 70.6%+14.6pp |
| Annual return | 15.27% | 28.83%-13.6pp | 69.93%-54.7pp | 31.24%-16.0pp |
| Employer contribution / active EE | $855 | $2,569-66.7% | $4,341-80.3% | $2,726-68.6% |
| Participant deferral / active EE | $5,031 | $4,897+2.7% | $6,031-16.6% | $4,647+8.3% |
| Admin fee / account holder | $203 | $339-40.1% | $12,690-98.4% | $430-52.8% |