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 | $112,673 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $67,000 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH+BROWN , PC Service code 10 · EIN 22-2027092 | Accounting | $34,944 |
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 | $63,893 | $53,136+20.2% | $155,509-58.9% | $199,593-68.0% |
| Participation rate | 97.9% | 64.1%+33.8pp | 78.2%+19.7pp | 72.0%+25.9pp |
| Annual return | 11.41% | 41.15%-29.7pp | 64.67%-53.3pp | 34.25%-22.8pp |
| Employer contribution / active EE | $628 | $1,851-66.1% | $4,672-86.6% | $3,034-79.3% |
| Participant deferral / active EE | $5,959 | $3,161+88.5% | $5,626+5.9% | $5,087+17.1% |
| Admin fee / account holder | $139 | $185-24.9% | $15,912-99.1% | $269-48.2% |