Filed April 6, 2007 (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 INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $44,194 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,554 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,687 | $66,601+4.6% | $92,893-25.0% | $67,579+3.1% |
| Participation rate | 98.4% | 72.5%+25.9pp | 76.0%+22.4pp | 71.3%+27.2pp |
| Annual return | 21.89% | 92.58%-70.7pp | 109.41%-87.5pp | 378.56%-356.7pp |
| Employer contribution / active EE | $1,102 | $2,775-60.3% | $3,653-69.8% | $2,148-48.7% |
| Participant deferral / active EE | $4,190 | $3,157+32.7% | $4,236-1.1% | $3,539+18.4% |
| Admin fee / account holder | $249 | $199+25.0% | $5,794-95.7% | $142+74.7% |