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 INC3+ years Filed as: UBS Service code 28 · EIN 98-0186363 | Investment Management | $106,949 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $61,915 |
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 | $165,385 | $96,458+71.5% | $136,294+21.3% | $77,958+112.1% |
| Participation rate | 99.9% | 75.4%+24.5pp | 81.9%+18.0pp | 71.6%+28.3pp |
| Annual return | 17.77% | 23.78%-6.0pp | 5155.94%-5138.2pp | 20.87%-3.1pp |
| Employer contribution / active EE | $6,569 | $3,144+108.9% | $4,695+39.9% | $2,310+184.3% |
| Participant deferral / active EE | $10,908 | $5,902+84.8% | $6,247+74.6% | $3,537+208.4% |
| Admin fee / account holder | $117 | $80+44.8% | $9,243-98.7% | $97+19.7% |