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 INC6 years Filed as: UBS FINANCIAL SERVICES Service code 16 · EIN 13-2638166 | Consulting | $27,000 |
BAKER NEWMAN NOYES4 years Service code 10 · EIN 01-0494526 | Accounting | $16,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$40,460 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,147 | $89,282+83.9% | $94,646+73.4% | $74,419+120.6% |
| Participation rate | 99.0% | 82.4%+16.6pp | 80.8%+18.1pp | 70.7%+28.2pp |
| Annual return | 17.89% | 25.96%-8.1pp | 156.71%-138.8pp | 34.38%-16.5pp |
| Employer contribution / active EE | $11,924 | $3,022+294.5% | $3,672+224.7% | $2,637+352.1% |
| Participant deferral / active EE | $11,308 | $8,425+34.2% | $7,418+52.4% | $4,528+149.7% |
| Admin fee / account holder | $6 | $219-97.4% | $7,231-99.9% | $348-98.3% |