Filed September 12, 2017
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,436 |
MERCER4 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $61,207 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,117 | $131,799+20.7% | $200,582-20.7% | $85,563+86.0% |
| Participation rate | 98.9% | 87.9%+11.0pp | 86.9%+12.0pp | 66.0%+32.9pp |
| Annual return | 13.76% | 21.59%-7.8pp | 42.33%-28.6pp | 31.51%-17.7pp |
| Employer contribution / active EE | $7,176 | $4,532+58.3% | $6,419+11.8% | $2,654+170.4% |
| Participant deferral / active EE | $6,199 | $7,702-19.5% | $9,331-33.6% | $4,375+41.7% |
| Admin fee / account holder | $306 | $235+30.2% | $16,305-98.1% | $834-63.3% |