Filed October 18, 2004 (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 |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $568,026 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 16 · EIN 13-2638166 | Consulting | $89,116 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,369 | $110,699-33.7% | $177,821-58.7% | $90,288-18.7% |
| Participation rate | 98.3% | 88.3%+9.9pp | 87.7%+10.5pp | 73.4%+24.9pp |
| Annual return | 13.75% | 22.79%-9.0pp | 48.32%-34.6pp | 53.97%-40.2pp |
| Employer contribution / active EE | $2,984 | $4,118-27.5% | $5,918-49.6% | $2,524+18.2% |
| Participant deferral / active EE | $3,782 | $6,731-43.8% | $7,714-51.0% | $4,232-10.6% |
| Admin fee / account holder | $108 | $90+20.1% | $12,427-99.1% | $114-5.2% |