Filed August 5, 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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $70,000 |
BDG-CPAS8 years Service code 10 · EIN 22-2625944 | Accounting | $33,175 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $25,852 |
DIGITAL INK CORPORATION7 years Filed as: DIGITAL INK CORP Service code 49 · EIN 22-3389112 | Other Services | $17,975 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST'L OPERATIONS COMP Service code 60 | Sub-TA Fees | $0 |
Service code 49 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,222 | $159,391-4.5% | $102,423+48.6% | $99,062+53.7% |
| Participation rate | 97.8% | 88.6%+9.2pp | 76.5%+21.3pp | 71.6%+26.2pp |
| Annual return | 17.09% | 19.03%-1.9pp | 29.32%-12.2pp | 17.66%-0.6pp |
| Employer contribution / active EE | $4,987 | $4,207+18.5% | $3,023+64.9% | $3,262+52.9% |
| Participant deferral / active EE | $9,332 | $7,498+24.5% | $5,053+84.7% | $5,331+75.0% |
| Admin fee / account holder | $121 | $159-24.0% | $9,451-98.7% | $109+10.9% |