Filed December 16, 2013 (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 INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $21,913 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,475 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,063 | $91,407+81.7% | $135,903+22.2% | $71,457+132.4% |
| Participation rate | 80.7% | 75.7%+5.1pp | 81.9%-1.2pp | 67.9%+12.8pp |
| Annual return | 17.98% | 29.90%-11.9pp | 68.23%-50.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $10,300 | $3,703+178.1% | $4,856+112.1% | $2,588+298.0% |
| Participant deferral / active EE | $10,092 | $7,092+42.3% | $7,758+30.1% | $4,289+135.3% |
| Admin fee / account holder | $279 | $1,266-78.0% | $10,762-97.4% | $1,587-82.4% |