Filed September 16, 2016
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 INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,988 |
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 27 · EIN 51-0120742 1000 HARBOR BLVD · WEEHAUKEN, NJ 07087 | Advisory (Plan) | $11,625 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Indirect Investment Fees | $6,163 |
FLORIDA RETIREMENT CONSULTANTS8+ years Service code 13 · EIN 87-1603224 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $5,347 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,984 | $61,272-75.5% | $149,673-90.0% | $71,457-79.0% |
| Participation rate | 78.4% | 62.5%+15.9pp | 78.8%-0.4pp | 67.9%+10.5pp |
| Annual return | 9.78% | 35.85%-26.1pp | 134.42%-124.6pp | 28.85%-19.1pp |
| Employer contribution / active EE | $592 | $2,378-75.1% | $4,818-87.7% | $2,588-77.1% |
| Participant deferral / active EE | $1,616 | $2,917-44.6% | $5,680-71.6% | $4,289-62.3% |
| Admin fee / account holder | $101 | $1,261-92.0% | $13,210-99.2% | $1,587-93.6% |