Filed October 9, 2015
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $199,447 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,269 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,107 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,323 | $98,727+84.7% | $113,168+61.1% | $85,563+113.1% |
| Participation rate | 97.1% | 80.8%+16.2pp | 76.6%+20.5pp | 66.0%+31.1pp |
| Annual return | 15.17% | 17.43%-2.3pp | 24.27%-9.1pp | 31.51%-16.3pp |
| Employer contribution / active EE | $3,469 | $2,907+19.4% | $2,975+16.6% | $2,654+30.7% |
| Participant deferral / active EE | $10,356 | $5,424+90.9% | $5,107+102.8% | $4,375+136.7% |
| Admin fee / account holder | $519 | $357+45.5% | $12,068-95.7% | $834-37.8% |