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 |
|---|---|---|
MERCER2 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 16 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $124,578 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75,512 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,425 |
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 | $33,530 | $44,626-24.9% | $86,188-61.1% | $80,160-58.2% |
| Participation rate | 86.3% | 63.5%+22.7pp | 69.0%+17.3pp | 72.9%+13.3pp |
| Annual return | 18.41% | 19.61%-1.2pp | 1168.45%-1150.0pp | 40.38%-22.0pp |
| Employer contribution / active EE | $2,621 | $1,099+138.5% | $2,380+10.1% | $2,978-12.0% |
| Participant deferral / active EE | $4,686 | $2,769+69.2% | $3,985+17.6% | $5,017-6.6% |
| Admin fee / account holder | $164 | $133+23.2% | $6,852-97.6% | $145+13.2% |