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 INC5 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $50,000 |
CAROL ZMUDA PA5 years Service code 10 12312 MONTALCINO CIR · WINDERMERE, FL 34786 | Accounting | $35,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,455 | $30,147-35.5% | $58,482-66.7% | $80,160-75.7% |
| Participation rate | 95.9% | 34.4%+61.5pp | 50.9%+45.1pp | 72.9%+23.0pp |
| Annual return | 15.75% | 21.97%-6.2pp | 4239.32%-4223.6pp | 40.38%-24.6pp |
| Employer contribution / active EE | $818 | $528+54.9% | $1,053-22.4% | $2,978-72.5% |
| Participant deferral / active EE | $2,288 | $1,249+83.1% | $1,924+18.9% | $5,017-54.4% |
| Admin fee / account holder | $64 | $195-67.2% | $2,516-97.5% | $145-56.0% |