Filed January 7, 2010 (most recent of 4 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 INC1+ years Service code 16 · EIN 13-2638166 1251 6TH AVE · NEW YORK, NY 10020 | Consulting | $11,878 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 13 · EIN 22-1211670 751 BROAD STREET · NEWARK, NJ 07102 | Contract Administrator | $0 |
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 | $0 | $46,360-100.0% | $147,614-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 64.9%-64.9pp | 84.6%-84.6pp | 68.1%-68.1pp |
| Annual return | 2.19% | 1.62%+0.6pp | 61.98%-59.8pp | 4.54%-2.4pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,995 | $2,258+121.3% | $4,895+2.0% | $3,022+65.3% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |