Filed December 12, 2013 (most recent of 3 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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 16 · EIN 13-2638166 | Consulting | $16,875 |
BAKER NEWMAN NOYES1 year Service code 99 · EIN 01-0494526 | Other Fees | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$40,391 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,708 | $78,781+88.8% | $100,516+47.9% | $73,409+102.6% |
| Participation rate | 97.2% | 80.0%+17.2pp | 79.4%+17.8pp | 72.2%+25.0pp |
| Annual return | 16.78% | 31.69%-14.9pp | 30.89%-14.1pp | 59.29%-42.5pp |
| Employer contribution / active EE | $1,998 | $2,420-17.4% | $3,418-41.5% | $2,234-10.5% |
| Participant deferral / active EE | $8,637 | $6,537+32.1% | $6,270+37.8% | $3,805+127.0% |
| Admin fee / account holder | -$28 | $145-118.9% | $8,081-100.3% | $158-117.4% |