Filed June 24, 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 10-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $182,638 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 27 · EIN 30-0282430 | Advisory (Plan) | $49,751 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,539 | $130,141-30.4% | $86,677+4.5% | $77,904+16.2% |
| Participation rate | 97.4% | 85.9%+11.4pp | 76.6%+20.8pp | 73.7%+23.7pp |
| Annual return | 19.17% | -12.75%+31.9pp | 35.91%-16.7pp | 12.21%+7.0pp |
| Employer contribution / active EE | $3,247 | $3,220+0.8% | $2,836+14.5% | $2,848+14.0% |
| Participant deferral / active EE | $7,421 | $5,757+28.9% | $4,656+59.4% | $4,806+54.4% |
| Admin fee / account holder | $115 | $132-12.9% | $7,493-98.5% | $133-13.4% |