Filed November 26, 2013
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 INC3+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $25,700 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE AND MORAN Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $9,750 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,736 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,841 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,645 | $66,302+145.3% | $110,238+47.5% | $56,287+189.0% |
| Participation rate | 94.5% | 74.9%+19.6pp | 79.8%+14.7pp | 69.9%+24.7pp |
| Annual return | -5.05% | -1.18%-3.9pp | 314.74%-319.8pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,407 | $2,047+17.6% | $3,826-37.1% | $2,111+14.0% |
| Participant deferral / active EE | $8,513 | $3,381+151.8% | $4,672+82.2% | $3,350+154.1% |
| Admin fee / account holder | $185 | $698-73.4% | $8,547-97.8% | $521-64.4% |