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 |
|---|---|---|
MERCER3 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $28,405 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,452 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,324 | $108,549-39.8% | $156,263-58.2% | $85,563-23.7% |
| Participation rate | 89.5% | 77.1%+12.4pp | 78.9%+10.6pp | 66.0%+23.5pp |
| Annual return | 13.08% | 21.79%-8.7pp | 59.47%-46.4pp | 31.51%-18.4pp |
| Employer contribution / active EE | $978 | $2,690-63.6% | $4,333-77.4% | $2,654-63.1% |
| Participant deferral / active EE | $5,627 | $4,800+17.2% | $6,158-8.6% | $4,375+28.6% |
| Admin fee / account holder | $157 | $650-75.8% | $14,255-98.9% | $834-81.2% |