Filed January 28, 2004
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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $70,000 |
SIKICH LLP5 years Service code 10 · EIN 36-3168081 | Accounting | $19,233 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $13,328 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,011 | $84,993+48.3% | $129,995-3.1% | $80,160+57.2% |
| Participation rate | 94.4% | 79.5%+14.9pp | 78.5%+15.9pp | 72.9%+21.5pp |
| Annual return | 25.07% | 23.76%+1.3pp | -137.18%+162.2pp | 40.38%-15.3pp |
| Employer contribution / active EE | $1,843 | $3,051-39.6% | $4,320-57.3% | $2,978-38.1% |
| Participant deferral / active EE | $6,481 | $4,984+30.0% | $5,820+11.3% | $5,017+29.2% |
| Admin fee / account holder | $86 | $391-78.1% | $10,614-99.2% | $145-40.9% |