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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $206,421 |
UBS FINANCIAL SERVICES INC8 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $144,017 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,210 |
QDRO CONSULTANTS COMPANY, LLC9+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
BALLARD SPAHR LLP6 years Service code 29 1735 MARKET STREET 51ST FLOOR · PHILADELPHIA, PA 191037599 | Legal | $392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,835 | $95,274-20.4% | $135,903-44.2% | $74,419+1.9% |
| Participation rate | 90.2% | 78.2%+12.0pp | 81.9%+8.3pp | 70.7%+19.5pp |
| Annual return | 19.89% | 32.77%-12.9pp | 68.23%-48.3pp | 34.38%-14.5pp |
| Employer contribution / active EE | $2,179 | $3,874-43.8% | $4,856-55.1% | $2,637-17.4% |
| Participant deferral / active EE | $7,694 | $7,782-1.1% | $7,758-0.8% | $4,528+69.9% |
| Admin fee / account holder | $122 | $266-54.2% | $10,762-98.9% | $348-64.9% |