Filed April 17, 2007 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $144,146 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $48,000 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLEY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $24,861 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,330 | $47,456-0.3% | $172,739-72.6% | $77,787-39.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 18.40% | 35.57%-17.2pp | 802.84%-784.4pp | 32.57%-14.2pp |
| Employer contribution / active EE | $2,891 | $1,574+83.6% | $5,143-43.8% | $2,504+15.4% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $257 | $81+217.6% | $13,954-98.2% | $100+156.6% |