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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $403,481 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $90,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,800 | $88,730+8.0% | $82,313+16.4% | $77,958+22.9% |
| Participation rate | 89.0% | 84.5%+4.4pp | 76.9%+12.1pp | 71.6%+17.3pp |
| Annual return | 28.60% | 20.88%+7.7pp | 25.88%+2.7pp | 20.87%+7.7pp |
| Employer contribution / active EE | $2,964 | $2,758+7.5% | $2,428+22.1% | $2,310+28.3% |
| Participant deferral / active EE | $5,065 | $4,634+9.3% | $3,706+36.7% | $3,537+43.2% |
| Admin fee / account holder | $101 | $74+36.5% | $5,608-98.2% | $97+3.7% |