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 INC9 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $164,084 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $121,262 |
FISCHER DORWART, P.C.8 years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 11 TURNER LANE · WEST CHESTER, PA 19380 | Accounting | $42,300 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $20,945 |
BALLARD SPAHR LLP7 years Service code 29 1735 MARKET STREET 51ST FLOOR · PHILADELPHIA, PA 191037599 | Legal | $5,671 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,350 | $106,028-15.7% | $146,958-39.2% | $77,643+15.1% |
| Participation rate | 90.3% | 78.4%+11.9pp | 82.2%+8.2pp | 70.6%+19.7pp |
| Annual return | 17.77% | 56.73%-39.0pp | 418.34%-400.6pp | 31.24%-13.5pp |
| Employer contribution / active EE | $2,566 | $4,063-36.8% | $4,933-48.0% | $2,726-5.9% |
| Participant deferral / active EE | $9,445 | $7,990+18.2% | $8,070+17.0% | $4,647+103.2% |
| Admin fee / account holder | $133 | $337-60.7% | $12,998-99.0% | $430-69.2% |