Filed August 3, 2006 (most recent of 7 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 8-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 27 · EIN 13-2638166 | Advisory (Plan) | $108,332 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,469 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,966 | $65,118-17.1% | $76,768-29.7% | $55,725-3.2% |
| Participation rate | 74.7% | 79.6%-4.9pp | 77.0%-2.2pp | 70.9%+3.9pp |
| Annual return | -4.64% | -1.27%-3.4pp | 2.43%-7.1pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,791 | $1,941+43.8% | $2,485+12.3% | $2,078+34.3% |
| Participant deferral / active EE | $7,303 | $3,688+98.0% | $3,852+89.6% | $3,356+117.6% |
| Admin fee / account holder | $153 | $116+31.7% | $6,675-97.7% | $115+32.5% |