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 | Direct payment from the plan; Investm... | $370,965 |
UBS FINANCIAL SERVICES INC3 years Service code 16 · EIN 13-2638166 | Consulting | $57,679 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,811 | $30,302-54.4% | $58,482-76.4% | $103,482-86.7% |
| Participation rate | 93.3% | 29.5%+63.7pp | 50.9%+42.4pp | 73.3%+20.0pp |
| Annual return | 48.54% | 19.69%+28.9pp | 4239.32%-4190.8pp | 33.11%+15.4pp |
| Employer contribution / active EE | $557 | $512+8.7% | $1,053-47.1% | $3,208-82.6% |
| Participant deferral / active EE | $2,683 | $1,170+129.3% | $1,924+39.5% | $5,207-48.5% |
| Admin fee / account holder | $32 | $109-70.6% | $2,516-98.7% | $114-72.0% |