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 INC6+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 3280 PEACHTREE ROAD NE · ATLANTA, GA 303052430 | Advisory (Plan) | $52,901 |
TI TRUST SERVICES2 years Service code 21 · EIN 20-1171923 2900 NORTH 23RD ST · QUINCY, IL 62305 | Bank Trustee | $33,552 |
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 | $41,849 | $85,135-50.8% | $98,907-57.7% | $73,409-43.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 2.33% | 19.14%-16.8pp | 196.43%-194.1pp | 59.29%-57.0pp |
| Employer contribution / active EE | $3,202 | $2,721+17.7% | $2,689+19.1% | $2,234+43.3% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,244-100.0% | $3,805-100.0% |
| Admin fee / account holder | $209 | $139+49.8% | $6,642-96.9% | $158+32.1% |