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 | $71,546 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $59,850 |
Service code 38 · EIN 22-1211670 | Participant Communication | $22,024 |
CHARLES SCHWAB & CO., INC.4 years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1311012 | Accounting | $10,577 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,936 | $55,415+264.4% | $155,509+29.9% | $74,495+171.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.20% | 268.50%-255.3pp | 64.67%-51.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $4,851 | $2,267+114.0% | $4,672+3.8% | $2,623+84.9% |
| Participant deferral / active EE | $19,718 | $2,836+595.3% | $5,626+250.5% | $4,346+353.7% |
| Admin fee / account holder | $832 | $1,738-52.1% | $15,912-94.8% | $1,942-57.1% |