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 |
|---|---|---|
MERCER4 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 16 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $199,524 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $93,774 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,232 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,784 | $56,102-20.2% | $101,794-56.0% | $102,872-56.5% |
| Participation rate | 89.1% | 70.4%+18.8pp | 69.2%+19.9pp | 73.0%+16.1pp |
| Annual return | 22.59% | 14.06%+8.5pp | 30.53%-7.9pp | 19.06%+3.5pp |
| Employer contribution / active EE | $2,951 | $1,380+113.9% | $2,289+28.9% | $3,526-16.3% |
| Participant deferral / active EE | $5,122 | $2,801+82.9% | $4,084+25.4% | $5,535-7.5% |
| Admin fee / account holder | $209 | $262-20.3% | $8,777-97.6% | $292-28.5% |