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 INC7 years Filed as: UBS FINANCIAL SERVICES Service code 16 · EIN 13-2638166 | Consulting | $18,540 |
BAKER NEWMAN NOYES5 years Service code 10 · EIN 01-0494526 | Accounting | $16,600 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$92,002 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,453 | $89,808+116.5% | $100,391+93.7% | $77,643+150.4% |
| Participation rate | 90.7% | 81.2%+9.5pp | 81.5%+9.2pp | 70.6%+20.1pp |
| Annual return | 14.26% | 20.62%-6.4pp | 49.20%-34.9pp | 31.24%-17.0pp |
| Employer contribution / active EE | $10,994 | $3,039+261.8% | $3,942+178.9% | $2,726+303.3% |
| Participant deferral / active EE | $10,610 | $8,284+28.1% | $8,082+31.3% | $4,647+128.3% |
| Admin fee / account holder | -$115 | $174-165.7% | $7,899-101.5% | $430-126.6% |