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 | $48,358 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $43,586 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,861 |
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 | $55,431 | $50,815+9.1% | $155,509-64.4% | $77,643-28.6% |
| Participation rate | 95.0% | 63.1%+31.9pp | 78.2%+16.8pp | 70.6%+24.4pp |
| Annual return | 14.89% | 34.80%-19.9pp | 64.67%-49.8pp | 31.24%-16.4pp |
| Employer contribution / active EE | $3,171 | $1,993+59.1% | $4,672-32.1% | $2,726+16.3% |
| Participant deferral / active EE | $4,905 | $2,822+73.8% | $5,626-12.8% | $4,647+5.5% |
| Admin fee / account holder | $173 | $437-60.3% | $15,912-98.9% | $430-59.7% |