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 INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,263 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,228 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,744 |
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 | $168,811 | $61,214+175.8% | $83,333+102.6% | $56,287+199.9% |
| Participation rate | 95.6% | 72.6%+23.0pp | 77.8%+17.8pp | 69.9%+25.7pp |
| Annual return | -6.39% | 0.42%-6.8pp | 10.63%-17.0pp | -9.96%+3.6pp |
| Employer contribution / active EE | $2,242 | $1,925+16.5% | $3,379-33.6% | $2,111+6.2% |
| Participant deferral / active EE | $7,477 | $5,091+46.9% | $5,565+34.4% | $3,350+123.2% |
| Admin fee / account holder | $257 | $512-49.7% | $7,510-96.6% | $521-50.6% |