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 INC6 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $50,000 |
CAROL ZMUDA PA6 years Service code 10 12312 MONTALCINO CIR · WINDERMERE, FL 34786 | Accounting | $36,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 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 | $22,920 | $31,741-27.8% | $56,411-59.4% | $199,593-88.5% |
| Participation rate | 96.2% | 32.3%+63.8pp | 52.5%+43.7pp | 72.0%+24.2pp |
| Annual return | 13.10% | 14.72%-1.6pp | 1701.33%-1688.2pp | 34.25%-21.2pp |
| Employer contribution / active EE | $881 | $508+73.6% | $1,039-15.2% | $3,034-71.0% |
| Participant deferral / active EE | $2,485 | $1,184+109.8% | $1,952+27.3% | $5,087-51.2% |
| Admin fee / account holder | $77 | $426-81.9% | $2,829-97.3% | $269-71.3% |