Filed May 15, 2013 (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 |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $19,679 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,043 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,981 |
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 | $154,953 | $48,313+220.7% | $73,307+111.4% | $52,331+196.1% |
| Participation rate | 97.9% | 68.6%+29.4pp | 74.9%+23.0pp | 68.1%+29.8pp |
| Annual return | 1.21% | 3.85%-2.6pp | 5.67%-4.5pp | 4.54%-3.3pp |
| Employer contribution / active EE | $2,885 | $1,661+73.7% | $3,237-10.9% | $1,882+53.3% |
| Participant deferral / active EE | $6,258 | $4,189+49.4% | $4,991+25.4% | $3,022+107.1% |
| Admin fee / account holder | $188 | $404-53.4% | $5,637-96.7% | $592-68.2% |