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 | $35,095 |
UBS FINANCIAL SERVICES INC9+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $34,011 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,017 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,198 | $47,126+4.4% | $149,673-67.1% | $74,419-33.9% |
| Participation rate | 94.0% | 63.4%+30.6pp | 78.8%+15.2pp | 70.7%+23.3pp |
| Annual return | 18.45% | 22.75%-4.3pp | 134.42%-116.0pp | 34.38%-15.9pp |
| Employer contribution / active EE | $2,813 | $1,905+47.6% | $4,818-41.6% | $2,637+6.6% |
| Participant deferral / active EE | $4,428 | $2,728+62.3% | $5,680-22.0% | $4,528-2.2% |
| Admin fee / account holder | $135 | $343-60.5% | $13,210-99.0% | $348-61.1% |