Filed January 12, 1998
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $988,470 |
UBS FINANCIAL SERVICES INC7 years Service code 27 1000 HARBOR BLVD · WEEHAWKEN, NJ 070866761 | Advisory (Plan) | $25,000 |
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 | $66,064 | $48,447+36.4% | $91,220-27.6% | $89,394-26.1% |
| Participation rate | 90.0% | 46.5%+43.6pp | 73.2%+16.8pp | 71.3%+18.7pp |
| Annual return | -16.10% | -13.16%-2.9pp | 114.01%-130.1pp | -11.89%-4.2pp |
| Employer contribution / active EE | $1,228 | $1,115+10.1% | $2,850-56.9% | $3,022-59.4% |
| Participant deferral / active EE | $4,247 | $2,235+90.0% | $4,234+0.3% | $5,123-17.1% |
| Admin fee / account holder | $52 | $61-13.9% | $5,420-99.0% | $79-34.0% |