Filed October 19, 1993
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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $44,044 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,043 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,856 | $122,239-37.9% | $184,200-58.8% | $74,546+1.8% |
| Participation rate | 64.2% | 85.5%-21.3pp | 86.8%-22.6pp | 67.2%-3.0pp |
| Annual return | 0.00% | 19.95%-19.9pp | 28.80%-28.8pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $2,334 | $4,537-48.6% | $6,424-63.7% | $2,624-11.1% |
| Participant deferral / active EE | $6,719 | $7,139-5.9% | $9,132-26.4% | $4,347+54.6% |
| Admin fee / account holder | $292 | $1,260-76.8% | $13,907-97.9% | $1,944-85.0% |