Filed November 9, 1990
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 INC1+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $21,516 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION STUDIO, LLC Service code 13 1226 OMAR RD · WEST PALM BEACH, FL 33405 | Contract Administrator | $12,250 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,367 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 64 · EIN 36-6071399 | Recordkeeping Fees | $1,447 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
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 | $26,004 | $46,761-44.4% | $106,619-75.6% | $57,658-54.9% |
| Participation rate | 100.0% | 56.9%+43.1pp | 78.0%+22.0pp | 70.2%+29.8pp |
| Annual return | 15.09% | 15.77%-0.7pp | 9.42%+5.7pp | 5.13%+10.0pp |
| Employer contribution / active EE | $2,712 | $1,274+112.9% | $3,947-31.3% | $1,974+37.4% |
| Participant deferral / active EE | $2,397 | $1,954+22.6% | $3,930-39.0% | $3,061-21.7% |
| Admin fee / account holder | $91 | $97-5.6% | $6,418-98.6% | $95-3.3% |