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 |
|---|---|---|
MERCER2 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 16 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $101,566 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,149 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,703 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,896 | $66,457+18.7% | $81,382-3.1% | $77,643+1.6% |
| Participation rate | 91.0% | 68.7%+22.2pp | 69.5%+21.5pp | 70.6%+20.4pp |
| Annual return | 10.95% | 15.93%-5.0pp | 24.73%-13.8pp | 31.24%-20.3pp |
| Employer contribution / active EE | $1,939 | $2,159-10.2% | $2,463-21.3% | $2,726-28.9% |
| Participant deferral / active EE | $7,659 | $3,679+108.2% | $3,883+97.3% | $4,647+64.8% |
| Admin fee / account holder | $340 | $583-41.6% | $5,768-94.1% | $430-20.9% |