Filed July 19, 2006
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 55 · EIN 13-2638166 | Other Commissions | $23,994 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $325 |
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 | $16,725 | $46,360-63.9% | $147,614-88.7% | $52,331-68.0% |
| Participation rate | 98.7% | 64.9%+33.8pp | 84.6%+14.1pp | 68.1%+30.6pp |
| Annual return | -1.00% | 1.62%-2.6pp | 61.98%-63.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $837 | $2,126-60.7% | $5,564-85.0% | $1,882-55.5% |
| Participant deferral / active EE | $1,399 | $2,258-38.0% | $4,895-71.4% | $3,022-53.7% |
| Admin fee / account holder | $1 | $766-99.8% | $11,611-100.0% | $592-99.8% |