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; Float r... | $418,864 |
UBS FINANCIAL SERVICES INC4 years Service code 16 · EIN 13-2638166 | Consulting | $79,173 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,903 | $47,385-66.4% | $56,411-71.8% | $106,382-85.1% |
| Participation rate | 97.9% | 33.2%+64.7pp | 52.5%+45.4pp | 69.9%+28.0pp |
| Annual return | 29.63% | 17.29%+12.3pp | 1701.33%-1671.7pp | 17.37%+12.3pp |
| Employer contribution / active EE | $577 | $623-7.4% | $1,039-44.5% | $3,364-82.8% |
| Participant deferral / active EE | $2,942 | $1,440+104.3% | $1,952+50.8% | $5,569-47.2% |
| Admin fee / account holder | $31 | $78-60.2% | $2,829-98.9% | $79-60.8% |