Filed November 19, 2005 (most recent of 2 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 |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $351,263 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $78,750 |
Filed as: USB FINANCIAL SERVICES INC Service code 27 | Advisory (Plan) | $62,893 |
Filed as: FINANCIAL SERVICES INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,777 | $79,124-24.5% | $60,874-1.8% | $64,808-7.8% |
| Participation rate | 85.1% | 77.7%+7.4pp | 73.1%+12.0pp | 71.5%+13.7pp |
| Annual return | -13.45% | -7.13%-6.3pp | 16.90%-30.3pp | 32.82%-46.3pp |
| Employer contribution / active EE | $2,560 | $3,050-16.1% | $2,701-5.2% | $2,506+2.2% |
| Participant deferral / active EE | $5,568 | $3,725+49.5% | $3,817+45.9% | $4,310+29.2% |
| Admin fee / account holder | $314 | $106+197.1% | $3,224-90.3% | $188+67.2% |