Filed March 7, 2013
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 12 · EIN 13-3689044 | Finders' fees / placement fees; Accou... | $66,047 |
Filed as: USB FINANCIAL SERVICES INC Service code 16 · EIN 13-2638166 | Consulting | $13,509 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,269 | $26,479+44.5% | $74,701-48.8% | $77,787-50.8% |
| Participation rate | 100.0% | 37.6%+62.4pp | 54.5%+45.5pp | 73.2%+26.8pp |
| Annual return | 27.57% | 38.31%-10.7pp | 752.92%-725.4pp | 32.57%-5.0pp |
| Employer contribution / active EE | $1,668 | $440+279.4% | $1,084+53.9% | $2,504-33.4% |
| Participant deferral / active EE | $2,074 | $1,074+93.0% | $1,964+5.6% | $3,967-47.7% |
| Admin fee / account holder | $52 | $119-56.7% | $3,333-98.5% | $100-48.5% |