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Ue Authority, Co.

Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

Ue Authority, Co.

54
Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

Overview

Plan Rating

BrightScope Rating
54
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (3)
Average in Peer Group (72)
Highest in Peer Group (88)

Plan Description

Ue Co. 401K Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 54. This plan is in the top 35% of plans for Salary Deferral. Ue Co. 401K Plan currently has fewer than 100 active participants and over $545.9K in plan assets.

Did you know?

For the average 401k participant, the 34 point difference between this plan's BrightScope Rating (54) and the top rated plan (88) could equate to:
17
Additional years of work
166,723
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 808 J Street
  • Location
    San Diego , CA
    • 92101
  • Industry
    Professional, Scientific, and Technical Services
  • Administrator
    Michael O'Malley
  • Net Plan Assets
    $550,000
  • Total Participants
    91
  • Avg Account Balance
    $7,900

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Above Average
Account Balance:
Poor

Design

Total Plan Cost:
Highest
Company Generosity:
Above Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Average

Peer Group Plans

Company Rating
Targeted Victory LLC 87.7
Center Line Productions 78.7
Woodruff Communications 74.0
Indian Pueblos Marketing 49.6
Marketing Alternatives 48.1
DataSphere Technologies 2.8

Top Industry Articles

Compliance
Stimulus Bill Extends Some Provisions of the CARES Act

It also provides a way for retirement plan sponsors to avoid a partial plan termination.

December 28, 2020
exclusives
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Coronavirus-related withdrawals made in 2020 were a financial lifeline for some, but they could also turn into a major tax headache for others.
February 19, 2021
exclusives
Once They Catch On, PEPs Could Grow Exponentially
The current hesitancy over how they will take shape will be overcome by appreciation among advisers and sponsors alike at the prospect of expanding retirement coverage, sources say.
April 16, 2021
exclusives
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
June 11, 2020
Data & Research
Many Near-Retirees Don't Understand Social Security Benefits

More than one-third failed a basic Social Security quiz administered by MassMutual.

April 7, 2021

Investments

Investment Menu Stats

# of Investment Options

39

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Nationwide Destination 57%
1%
Nationwide Investor Destinations Conservative 8%
94%
Nationwide S&P 500 Index 5%
68%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan
for Asset Managers

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Nationwide Life Insurance Company
Recordkeeper
Nationwide
Auditor
Kimberlin Company, PLLC

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
Ryan Alfred

Popular Questions

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