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. $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 INC4 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $50,000 |
CAROL ZMUDA PA4 years Service code 10 12312 MONTALCINO CIR · WINDERMERE, FL 34786 | Accounting | $28,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,665 | $26,906-34.3% | $61,373-71.2% | $77,904-77.3% |
| Participation rate | 89.6% | 33.4%+56.2pp | 52.6%+37.1pp | 73.7%+16.0pp |
| Annual return | -13.59% | -14.46%+0.9pp | 338.61%-352.2pp | 12.21%-25.8pp |
| Employer contribution / active EE | $709 | $521+36.1% | $1,159-38.9% | $2,848-75.1% |
| Participant deferral / active EE | $1,947 | $1,180+65.0% | $2,125-8.4% | $4,806-59.5% |
| Admin fee / account holder | $31 | $117-73.6% | $2,130-98.5% | $133-76.7% |