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 ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $220,670 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $135,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,120 | $83,884-12.8% | $64,056+14.1% | $74,419-1.7% |
| Participation rate | 85.5% | 76.6%+8.8pp | 72.3%+13.2pp | 70.7%+14.7pp |
| Annual return | 17.47% | 16.57%+0.9pp | 33.69%-16.2pp | 34.38%-16.9pp |
| Employer contribution / active EE | $2,665 | $3,084-13.6% | $2,747-3.0% | $2,637+1.1% |
| Participant deferral / active EE | $5,957 | $3,692+61.4% | $3,880+53.5% | $4,528+31.6% |
| Admin fee / account holder | $286 | $196+45.9% | $3,068-90.7% | $348-17.8% |