Filed February 24, 1995
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: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK STREET · NASHVILLE, TN 37238 | Advisory (Plan) | $40,623 |
Service code 64 8515 EAST ORCHARD RAOD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,756 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $845 |
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 | $40,882 | $75,183-45.6% | $123,892-67.0% | $55,167-25.9% |
| Participation rate | 98.7% | 72.8%+25.8pp | 81.4%+17.2pp | 69.0%+29.7pp |
| Annual return | 7.60% | 19.01%-11.4pp | 47.52%-39.9pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,043 | $2,823-63.1% | $4,617-77.4% | $1,963-46.9% |
| Participant deferral / active EE | $6,384 | $5,084+25.6% | $5,984+6.7% | $3,054+109.0% |
| Admin fee / account holder | $33 | $663-95.0% | $8,357-99.6% | $504-93.4% |