Filed April 30, 2006 (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 INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $88,225 |
MPS COMMUNICATIONS1+ years Filed as: MPS COMMUNICATIONS GRAPHICS INC Service code 36 · EIN 23-2808727 | Copying and duplicating | $67,834 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $57,083 |
BALLARD SPAHR LLP1+ years Service code 29 · EIN 23-0382195 | Legal | $38,121 |
MAILLIE LLP1+ years Service code 10 · EIN 23-1518888 | Accounting | $27,150 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,824 | $63,964-36.2% | $147,614-72.3% | $67,505-39.5% |
| Participation rate | 96.9% | 68.6%+28.3pp | 84.6%+12.2pp | 71.2%+25.6pp |
| Annual return | 0.84% | 9.05%-8.2pp | 61.98%-61.1pp | 6.52%-5.7pp |
| Employer contribution / active EE | $1,686 | $1,618+4.2% | $5,564-69.7% | $2,173-22.4% |
| Participant deferral / active EE | $3,097 | $2,589+19.6% | $4,895-36.7% | $3,597-13.9% |
| Admin fee / account holder | $30 | $43-29.9% | $11,611-99.7% | $56-46.6% |