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 INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $31,053 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,379 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,231 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,772 | $58,320+167.1% | $86,436+80.2% | $66,914+132.8% |
| Participation rate | 97.6% | 78.6%+19.0pp | 80.3%+17.2pp | 69.8%+27.8pp |
| Annual return | -16.29% | -9.71%-6.6pp | 4394.89%-4411.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $3,594 | $2,615+37.4% | $3,769-4.6% | $2,544+41.2% |
| Participant deferral / active EE | $9,662 | $6,899+40.0% | $6,952+39.0% | $4,237+128.1% |
| Admin fee / account holder | $271 | $546-50.3% | $6,731-96.0% | $593-54.3% |