Filed December 26, 2011 (most recent of 3 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 INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 28 299 PARK AVENUE, 25TH FLOOR · NEW YORK, NY 101710002 | Investment Management | $101,595 |
STRATEGIC PENSION SERVICES, LLC2+ years Service code 13 · EIN 14-1836262 376 ALBANY SHAKER ROAD · ALBANY, NY 12211 | Contract Administrator | $0 |
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 | $16,879 | $36,916-54.3% | $156,549-89.2% | $57,658-70.7% |
| Participation rate | 98.6% | 63.4%+35.2pp | 84.0%+14.6pp | 70.2%+28.4pp |
| Annual return | 4.50% | 12.38%-7.9pp | 32.23%-27.7pp | 5.13%-0.6pp |
| Employer contribution / active EE | $1,981 | $1,571+26.2% | $5,501-64.0% | $1,974+0.4% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $195 | $82+137.0% | $13,027-98.5% | $95+106.8% |