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 INC2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $77,210 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,325 |
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 | $37,710 | $96,458-60.9% | $136,294-72.3% | $77,958-51.6% |
| Participation rate | 96.6% | 75.4%+21.2pp | 81.9%+14.6pp | 71.6%+24.9pp |
| Annual return | 20.94% | 23.78%-2.8pp | 5155.94%-5135.0pp | 20.87%+0.1pp |
| Employer contribution / active EE | $2,328 | $3,144-25.9% | $4,695-50.4% | $2,310+0.8% |
| Participant deferral / active EE | $5,850 | $5,902-0.9% | $6,247-6.4% | $3,537+65.4% |
| Admin fee / account holder | $12 | $80-85.4% | $9,243-99.9% | $97-88.0% |