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 INC8 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,495 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,966 |
Service code 37 · EIN 04-2647786 | Loan Processing | $883 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,138 | $69,477+201.0% | $94,646+121.0% | $71,457+192.7% |
| Participation rate | 97.4% | 78.4%+18.9pp | 80.8%+16.5pp | 67.9%+29.4pp |
| Annual return | 17.06% | 29.66%-12.6pp | 156.71%-139.7pp | 28.85%-11.8pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $10,945 | $7,345+49.0% | $7,418+47.6% | $4,289+155.2% |
| Admin fee / account holder | $291 | $1,210-76.0% | $7,231-96.0% | $1,587-81.7% |