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 INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $20,558 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,562 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,313 |
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 | $185,212 | $59,535+211.1% | $90,160+105.4% | $62,292+197.3% |
| Participation rate | 96.0% | 73.0%+23.0pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 19.93% | 23.53%-3.6pp | 34.88%-15.0pp | 28.90%-9.0pp |
| Employer contribution / active EE | $3,631 | $1,826+98.9% | $3,318+9.4% | $2,042+77.8% |
| Participant deferral / active EE | $6,755 | $4,639+45.6% | $5,288+27.8% | $3,169+113.2% |
| Admin fee / account holder | $208 | $337-38.4% | $5,943-96.5% | $479-56.7% |