Filed September 28, 1992
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 INC7 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $145,861 |
FISCHER DORWART, P.C.6 years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 11 TURNER LANE · WEST CHESTER, PA 19380 | Accounting | $20,300 |
BALLARD SPAHR LLP5 years Service code 29 1735 MARKET STREET 51ST FLOOR · PHILADELPHIA, PA 191037599 | Legal | $8,070 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,845 |
QDRO CONSULTANTS COMPANY, LLC8+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,736 | $82,202-20.0% | $125,339-47.6% | $64,808+1.4% |
| Participation rate | 85.3% | 77.9%+7.4pp | 82.4%+2.9pp | 71.5%+13.9pp |
| Annual return | -17.43% | 3.48%-20.9pp | 572.05%-589.5pp | 32.82%-50.2pp |
| Employer contribution / active EE | $1,164 | $3,615-67.8% | $4,814-75.8% | $2,506-53.6% |
| Participant deferral / active EE | $7,126 | $7,175-0.7% | $7,446-4.3% | $4,310+65.3% |
| Admin fee / account holder | $59 | $163-63.8% | $10,010-99.4% | $188-68.6% |