Filed April 17, 2007 (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 13 · EIN 06-1050034 | Contract Administrator | $83,926 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $48,000 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH+BROWN , PC Service code 10 · EIN 22-2027092 | Accounting | $34,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,301 | $53,136+4.1% | $155,509-64.4% | $199,593-72.3% |
| Participation rate | 50.9% | 64.1%-13.2pp | 78.2%-27.3pp | 72.0%-21.1pp |
| Annual return | 10.71% | 41.15%-30.4pp | 64.67%-54.0pp | 34.25%-23.5pp |
| Employer contribution / active EE | $2,197 | $1,851+18.7% | $4,672-53.0% | $3,034-27.6% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $124 | $185-33.3% | $15,912-99.2% | $269-54.0% |