Filed November 27, 2012 (most recent of 4 filings on file)
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.
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 |
|---|---|---|
MERCER1 year Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 16 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $29,198 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,186 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $70 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,090 | $69,823-9.6% | $77,163-18.2% | $74,419-15.2% |
| Participation rate | 86.5% | 70.0%+16.5pp | 69.6%+17.0pp | 70.7%+15.8pp |
| Annual return | 20.76% | 19.98%+0.8pp | 37.87%-17.1pp | 34.38%-13.6pp |
| Employer contribution / active EE | $1,623 | $2,150-24.5% | $2,535-36.0% | $2,637-38.5% |
| Participant deferral / active EE | $6,078 | $3,558+70.8% | $3,833+58.6% | $4,528+34.2% |
| Admin fee / account holder | $157 | $398-60.4% | $5,472-97.1% | $348-54.8% |