Filed April 7, 2003
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 37 · EIN 04-2647786 | Loan Processing | $38,956 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $36,810 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,057 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,935 | $99,078+59.4% | $96,544+63.6% | $74,419+112.2% |
| Participation rate | 86.8% | 80.7%+6.2pp | 76.0%+10.9pp | 70.7%+16.1pp |
| Annual return | 18.76% | 22.48%-3.7pp | 25.84%-7.1pp | 34.38%-15.6pp |
| Employer contribution / active EE | $2,465 | $2,570-4.1% | $2,965-16.9% | $2,637-6.5% |
| Participant deferral / active EE | $7,848 | $4,933+59.1% | $4,851+61.8% | $4,528+73.3% |
| Admin fee / account holder | $269 | $225+19.8% | $8,252-96.7% | $348-22.6% |