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 |
|---|---|---|
BAKER NEWMAN NOYES2 years Service code 10 · EIN 01-0494526 | Accounting | $22,000 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES Service code 16 · EIN 13-2638166 | Consulting | $8,438 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,515 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,263 | $73,638+142.1% | $108,410+64.4% | $79,386+124.6% |
| Participation rate | 97.9% | 77.4%+20.5pp | 80.1%+17.7pp | 70.7%+27.2pp |
| Annual return | 14.25% | 33.27%-19.0pp | 905.27%-891.0pp | 116.85%-102.6pp |
| Employer contribution / active EE | $6,256 | $2,397+161.0% | $3,558+75.8% | $2,427+157.7% |
| Participant deferral / active EE | $8,909 | $6,218+43.3% | $6,563+35.7% | $4,046+120.2% |
| Admin fee / account holder | -$24 | $638-103.7% | $7,295-100.3% | $626-103.8% |