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 INC5 years Filed as: UBS FINANCIAL SERVICES Service code 16 · EIN 13-2638166 | Consulting | $32,625 |
BAKER NEWMAN NOYES3 years Service code 10 · EIN 01-0494526 | Accounting | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,168 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,187 | $64,612+126.3% | $86,436+69.1% | $64,808+125.6% |
| Participation rate | 99.6% | 81.5%+18.1pp | 80.3%+19.3pp | 71.5%+28.1pp |
| Annual return | -16.64% | 0.66%-17.3pp | 4394.89%-4411.5pp | 32.82%-49.5pp |
| Employer contribution / active EE | $10,547 | $2,744+284.3% | $3,769+179.9% | $2,506+320.9% |
| Participant deferral / active EE | $10,318 | $7,497+37.6% | $6,952+48.4% | $4,310+139.4% |
| Admin fee / account holder | $16 | $169-90.8% | $6,731-99.8% | $188-91.7% |