Filed January 19, 2006
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 INC2+ years Service code 55 · EIN 13-2638166 | Other Commissions | $24,847 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,156 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,955 | $63,924-7.8% | $108,579-45.7% | $55,167+6.9% |
| Participation rate | 96.6% | 74.3%+22.3pp | 79.6%+17.0pp | 69.0%+27.6pp |
| Annual return | 9.99% | 15.31%-5.3pp | -51.70%+61.7pp | 169.23%-159.2pp |
| Employer contribution / active EE | $1,485 | $1,879-21.0% | $3,758-60.5% | $1,963-24.3% |
| Participant deferral / active EE | $3,170 | $3,067+3.4% | $4,311-26.5% | $3,054+3.8% |
| Admin fee / account holder | $5 | $618-99.1% | $7,645-99.9% | $504-99.0% |