Filed January 3, 2012
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 99 21875 NETWORK PLACE · CHICAGO, IL 60673 | Other Fees | $83,037 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,696 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,847 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,470 | $42,353-23.3% | $79,550-59.2% | $64,808-49.9% |
| Participation rate | 87.0% | 64.8%+22.3pp | 69.5%+17.5pp | 71.5%+15.5pp |
| Annual return | -14.82% | -12.24%-2.6pp | 0.16%-15.0pp | 32.82%-47.6pp |
| Employer contribution / active EE | $2,724 | $1,181+130.7% | $2,413+12.9% | $2,506+8.7% |
| Participant deferral / active EE | $5,047 | $3,170+59.2% | $3,985+26.6% | $4,310+17.1% |
| Admin fee / account holder | $176 | $160+10.2% | $6,832-97.4% | $188-6.4% |