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 INC5+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 3280 PEACHTREE ROAD NE · ATLANTA, GA 303052430 | Advisory (Plan) | $50,913 |
TI TRUST SERVICES1 year Service code 21 · EIN 20-1171923 2900 NORTH 23RD ST · QUINCY, IL 62305 | Bank Trustee | $33,783 |
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 | $41,777 | $74,347-43.8% | $93,606-55.4% | $67,579-38.2% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 10.96% | 28.07%-17.1pp | 32.76%-21.8pp | 378.56%-367.6pp |
| Employer contribution / active EE | $3,266 | $2,583+26.4% | $2,718+20.2% | $2,148+52.0% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,069-100.0% | $3,539-100.0% |
| Admin fee / account holder | $203 | $123+65.8% | $7,888-97.4% | $142+43.0% |