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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $161,070 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $99,064 |
SIKICH LLP7 years Service code 10 · EIN 36-3168081 P O BOX 71177 · CHICAGO, IL 60694 | Accounting | $14,092 |
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 | $144,159 | $111,072+29.8% | $156,263-7.7% | $102,872+40.1% |
| Participation rate | 90.1% | 80.1%+10.0pp | 78.9%+11.2pp | 73.0%+17.1pp |
| Annual return | 21.44% | 16.98%+4.5pp | 59.47%-38.0pp | 19.06%+2.4pp |
| Employer contribution / active EE | $2,043 | $4,017-49.1% | $4,333-52.9% | $3,526-42.1% |
| Participant deferral / active EE | $7,084 | $5,455+29.9% | $6,158+15.0% | $5,535+28.0% |
| Admin fee / account holder | $197 | $120+63.3% | $14,255-98.6% | $292-32.7% |