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 INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,595 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,814 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,406 |
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 | $192,396 | $58,655+228.0% | $91,989+109.2% | $65,185+195.2% |
| Participation rate | 97.3% | 75.3%+22.0pp | 78.6%+18.6pp | 70.2%+27.1pp |
| Annual return | 22.56% | 33.92%-11.4pp | 69.02%-46.5pp | 29.38%-6.8pp |
| Employer contribution / active EE | $2,493 | $2,080+19.9% | $3,452-27.8% | $2,177+14.6% |
| Participant deferral / active EE | $7,743 | $5,474+41.4% | $5,923+30.7% | $3,514+120.4% |
| Admin fee / account holder | $281 | $434-35.4% | $7,743-96.4% | $847-66.9% |