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 INC3+ years Service code 16 · EIN 13-2638166 1251 6TH AVE · NEW YORK, NY 10020 | Consulting | $11,015 |
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 | $32,229 | $55,453-41.9% | $170,442-81.1% | $62,292-48.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.85% | 21.38%-7.5pp | 205.93%-192.1pp | 28.90%-15.0pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,854 | $2,303+110.8% | $4,939-1.7% | $3,169+53.2% |
| Admin fee / account holder | $5 | $455-98.9% | $13,880-100.0% | $479-98.9% |