Filed October 18, 2004
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 INC2+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 3280 PEACHTREE ROAD NE · ATLANTA, GA 303052430 | Advisory (Plan) | $51,515 |
FIRST BANKERS TRUST SERVICES2+ years Service code 21 · EIN 20-1171923 2321 KOCHS LANE · QUINCY, IL 62305 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,376 | $74,024-61.7% | $77,999-63.6% | $57,658-50.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | -9.96% | 12.14%-22.1pp | 425.96%-435.9pp | 5.13%-15.1pp |
| Employer contribution / active EE | $935 | $2,365-60.5% | $2,470-62.2% | $1,974-52.6% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $120 | $93+28.5% | $5,480-97.8% | $95+26.7% |