Filed September 8, 2009
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,651 |
UBS FINANCIAL SERVICES INC8+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $31,228 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,703 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,542 | $46,292-1.6% | $143,757-68.3% | $64,808-29.7% |
| Participation rate | 94.5% | 64.2%+30.3pp | 80.3%+14.2pp | 71.5%+23.0pp |
| Annual return | -17.17% | -10.05%-7.1pp | -0.04%-17.1pp | 32.82%-50.0pp |
| Employer contribution / active EE | $5,488 | $1,910+187.4% | $4,951+10.8% | $2,506+119.0% |
| Participant deferral / active EE | $4,619 | $2,646+74.6% | $5,637-18.1% | $4,310+7.2% |
| Admin fee / account holder | $145 | $154-5.7% | $14,673-99.0% | $188-22.8% |