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 INC10+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 3280 PEACHTREE ROAD NE · ATLANTA, GA 303052430 | Advisory (Plan) | $169,115 |
TI TRUST SERVICES6 years Service code 21 · EIN 20-1171923 2900 NORTH 23RD ST · QUINCY, IL 62305 | Bank Trustee | $50,475 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,390 | $92,055+31.9% | $106,213+14.3% | $77,643+56.3% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 15.32% | 17.91%-2.6pp | 116.14%-100.8pp | 31.24%-15.9pp |
| Employer contribution / active EE | $3,642 | $3,367+8.2% | $3,171+14.8% | $2,726+33.6% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,016-100.0% | $4,647-100.0% |
| Admin fee / account holder | $514 | $219+134.4% | $11,033-95.3% | $430+19.3% |