Filed December 2, 2011 (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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 28 · EIN 98-0186363 | Investment Management | $105,440 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $9,917 |
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 | $133,436 | $85,635+55.8% | $123,892+7.7% | $63,975+108.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 81.4%+18.6pp | 71.1%+28.9pp |
| Annual return | 9.82% | 15.74%-5.9pp | 47.52%-37.7pp | 48.65%-38.8pp |
| Employer contribution / active EE | $3,329 | $3,076+8.2% | $4,617-27.9% | $2,182+52.6% |
| Participant deferral / active EE | $10,033 | $5,667+77.1% | $5,984+67.7% | $3,356+198.9% |
| Admin fee / account holder | $78 | $75+4.7% | $8,357-99.1% | $70+11.4% |