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 |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENT CONSULTING INC Service code 27 PO BOX 730182 · DALLAS, TX 75373 | Advisory (Plan) | $125,116 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $109,481 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $69,968 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $267,067 | $91,372+192.3% | $129,995+105.4% | $74,419+258.9% |
| Participation rate | 97.3% | 77.8%+19.5pp | 78.5%+18.8pp | 70.7%+26.6pp |
| Annual return | 17.85% | 23.21%-5.4pp | -137.18%+155.0pp | 34.38%-16.5pp |
| Employer contribution / active EE | $6,362 | $2,563+148.2% | $4,320+47.3% | $2,637+141.2% |
| Participant deferral / active EE | $7,843 | $4,721+66.2% | $5,820+34.8% | $4,528+73.2% |
| Admin fee / account holder | $319 | $283+12.7% | $10,614-97.0% | $348-8.2% |