Filed September 5, 2017 (most recent of 2 filings on file)
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 |
|---|---|---|
MERCER7 years Filed as: MERCER INVESTMENT CONSULTING INC Service code 27 PO BOX 730182 · DALLAS, TX 75373 | Advisory (Plan) | $92,369 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $84,155 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $75,948 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,610 | $108,549+193.5% | $156,263+103.9% | $85,563+272.4% |
| Participation rate | 96.4% | 77.1%+19.3pp | 78.9%+17.5pp | 66.0%+30.5pp |
| Annual return | 14.67% | 21.79%-7.1pp | 59.47%-44.8pp | 31.51%-16.8pp |
| Employer contribution / active EE | $3,584 | $2,690+33.3% | $4,333-17.3% | $2,654+35.1% |
| Participant deferral / active EE | $8,769 | $4,800+82.7% | $6,158+42.4% | $4,375+100.4% |
| Admin fee / account holder | $295 | $650-54.6% | $14,255-97.9% | $834-64.6% |