Filed April 27, 2005 (most recent of 2 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 |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Claims processing... | $35,613 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $22,590 |
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 | $71,210 | $74,347-4.2% | $93,606-23.9% | $67,579+5.4% |
| Participation rate | 91.5% | 80.6%+10.9pp | 75.8%+15.7pp | 71.3%+20.3pp |
| Annual return | 20.74% | 28.07%-7.3pp | 32.76%-12.0pp | 378.56%-357.8pp |
| Employer contribution / active EE | $1,537 | $2,583-40.5% | $2,718-43.4% | $2,148-28.4% |
| Participant deferral / active EE | $4,171 | $4,060+2.7% | $4,069+2.5% | $3,539+17.8% |
| Admin fee / account holder | $94 | $123-23.2% | $7,888-98.8% | $142-33.8% |