Filed April 21, 2005 (most recent of 6 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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $206,071 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $67,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,959 | $80,211+5.9% | $74,183+14.5% | $63,975+32.8% |
| Participation rate | 98.1% | 84.2%+14.0pp | 76.6%+21.5pp | 71.1%+27.0pp |
| Annual return | 11.77% | 14.13%-2.4pp | 17.74%-6.0pp | 48.65%-36.9pp |
| Employer contribution / active EE | $3,252 | $2,553+27.4% | $2,370+37.2% | $2,182+49.0% |
| Participant deferral / active EE | $5,430 | $4,370+24.3% | $3,550+53.0% | $3,356+61.8% |
| Admin fee / account holder | $61 | $67-9.1% | $5,586-98.9% | $70-13.2% |