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 INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 28 299 PARK AVENUE, 25TH FLOOR · NEW YORK, NY 101710002 | Investment Management | $97,231 |
STRATEGIC PENSION SERVICES, LLC6+ years Service code 13 · EIN 14-1836262 376 ALBANY SHAKER ROAD · ALBANY, NY 12211 | Contract Administrator | $0 |
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 | $22,022 | $52,293-57.9% | $178,490-87.7% | $73,409-70.0% |
| Participation rate | 99.3% | 65.3%+34.0pp | 81.9%+17.4pp | 72.2%+27.1pp |
| Annual return | 13.61% | 34.75%-21.1pp | 151.07%-137.5pp | 59.29%-45.7pp |
| Employer contribution / active EE | $1,991 | $1,735+14.7% | $5,011-60.3% | $2,234-10.9% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $180 | $127+41.2% | $13,984-98.7% | $158+13.9% |