Filed September 20, 2013 (most recent of 2 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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $84,616 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,979 | $50,127-16.3% | $149,673-72.0% | $80,160-47.6% |
| Participation rate | 75.3% | 64.3%+11.0pp | 78.8%-3.5pp | 72.9%+2.3pp |
| Annual return | 17.74% | 29.82%-12.1pp | 134.42%-116.7pp | 40.38%-22.6pp |
| Employer contribution / active EE | $2,025 | $1,865+8.6% | $4,818-58.0% | $2,978-32.0% |
| Participant deferral / active EE | $5,223 | $3,194+63.5% | $5,680-8.0% | $5,017+4.1% |
| Admin fee / account holder | $105 | $153-31.4% | $13,210-99.2% | $145-27.7% |