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 |
|---|---|---|
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% |