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 INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 28 299 PARK AVENUE, 25TH FLOOR · NEW YORK, NY 101710002 | Investment Management | $92,303 |
STRATEGIC PENSION SERVICES, LLC4+ years Service code 13 · EIN 14-1836262 376 ALBANY SHAKER ROAD · ALBANY, NY 12211 | Contract Administrator | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,686 | $37,196-52.5% | $154,107-88.5% | $55,725-68.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -3.39% | 1319.68%-1323.1pp | 735.12%-738.5pp | 244.93%-248.3pp |
| Employer contribution / active EE | $1,945 | $1,614+20.5% | $5,298-63.3% | $2,078-6.4% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $177 | $102+74.4% | $13,411-98.7% | $115+53.8% |