Filed October 2, 2012
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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $59,490 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,484 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,268 | $85,635-63.5% | $123,892-74.8% | $63,975-51.1% |
| Participation rate | 93.1% | 74.9%+18.2pp | 81.4%+11.7pp | 71.1%+22.0pp |
| Annual return | 16.95% | 15.74%+1.2pp | 47.52%-30.6pp | 48.65%-31.7pp |
| Employer contribution / active EE | $2,065 | $3,076-32.9% | $4,617-55.3% | $2,182-5.3% |
| Participant deferral / active EE | $5,303 | $5,667-6.4% | $5,984-11.4% | $3,356+58.0% |
| Admin fee / account holder | $12 | $75-84.2% | $8,357-99.9% | $70-83.2% |