Filed June 8, 2009 (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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $309,877 |
UBS FINANCIAL SERVICES INC7 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $50,000 |
CAROL ZMUDA PA7 years Service code 10 12312 MONTALCINO CIR · WINDERMERE, FL 34786 | Accounting | $38,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,484 | $35,197-21.9% | $53,898-49.0% | $102,872-73.3% |
| Participation rate | 95.5% | 29.6%+65.9pp | 55.0%+40.5pp | 73.0%+22.4pp |
| Annual return | 16.06% | 17.55%-1.5pp | 528.60%-512.5pp | 19.06%-3.0pp |
| Employer contribution / active EE | $1,010 | $713+41.8% | $932+8.4% | $3,526-71.3% |
| Participant deferral / active EE | $2,868 | $1,333+115.2% | $1,826+57.0% | $5,535-48.2% |
| Admin fee / account holder | $90 | $834-89.2% | $2,491-96.4% | $292-69.1% |