Filed January 6, 2006 (most recent of 3 filings on file)
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 Service code 38 · EIN 06-1050034 | Participant Communication | $115,251 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $94,324 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 38 · EIN 22-1211670 | Participant Communication | $32,462 |
CHARLES SCHWAB & CO., INC.4 years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $15,860 |
NATIONWIDE9 years Service code 99 · EIN 31-4156860 | Other Fees | $1,689 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,733 | $53,136-68.5% | $155,509-89.2% | $199,593-91.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 18.61% | 41.15%-22.5pp | 64.67%-46.1pp | 34.25%-15.6pp |
| Employer contribution / active EE | $879 | $1,851-52.5% | $4,672-81.2% | $3,034-71.0% |
| Participant deferral / active EE | $3,816 | $3,161+20.7% | $5,626-32.2% | $5,087-25.0% |
| Admin fee / account holder | $57 | $185-69.1% | $15,912-99.6% | $269-78.7% |