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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $112,022 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $76,338 |
MERCER6 years Filed as: MERCER INVESTMENT CONSULTING INC Service code 27 PO BOX 730182 · DALLAS, TX 75373 | Advisory (Plan) | $57,916 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $294,074 | $89,436+228.8% | $164,813+78.4% | $77,643+278.8% |
| Participation rate | 96.7% | 78.6%+18.1pp | 78.6%+18.1pp | 70.6%+26.1pp |
| Annual return | 16.46% | 28.83%-12.4pp | 69.93%-53.5pp | 31.24%-14.8pp |
| Employer contribution / active EE | $6,570 | $2,569+155.8% | $4,341+51.4% | $2,726+141.0% |
| Participant deferral / active EE | $8,166 | $4,897+66.8% | $6,031+35.4% | $4,647+75.7% |
| Admin fee / account holder | $273 | $339-19.5% | $12,690-97.8% | $430-36.5% |