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 INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $158,609 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,820 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,207 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,236 | $48,698-25.6% | $93,606-61.3% | $199,593-81.8% |
| Participation rate | 88.6% | 63.5%+25.1pp | 68.7%+19.9pp | 72.0%+16.7pp |
| Annual return | 15.58% | 15.34%+0.2pp | 133.20%-117.6pp | 34.25%-18.7pp |
| Employer contribution / active EE | $2,756 | $1,135+142.8% | $2,420+13.9% | $3,034-9.2% |
| Participant deferral / active EE | $4,828 | $2,817+71.4% | $4,411+9.4% | $5,087-5.1% |
| Admin fee / account holder | $163 | $195-16.7% | $8,285-98.0% | $269-39.5% |