Filed April 6, 2015 (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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $56,459 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 49 · EIN 13-2638166 | Other Services | $20,334 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $183,504 | $80,177+128.9% | $123,892+48.1% | $57,658+218.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 8.49% | 17.90%-9.4pp | 47.52%-39.0pp | 5.13%+3.4pp |
| Employer contribution / active EE | $10,777 | $2,913+270.0% | $4,617+133.4% | $1,974+446.0% |
| Participant deferral / active EE | $10,534 | $5,130+105.3% | $5,984+76.0% | $3,061+244.2% |
| Admin fee / account holder | $165 | $106+55.3% | $8,357-98.0% | $95+74.7% |