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 INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $46,715 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,164 |
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 | $74,980 | $91,517-18.1% | $101,248-25.9% | $73,409+2.1% |
| Participation rate | 99.1% | 73.8%+25.3pp | 75.8%+23.3pp | 72.2%+26.9pp |
| Annual return | 13.81% | 17.17%-3.4pp | 46.47%-32.7pp | 59.29%-45.5pp |
| Employer contribution / active EE | $1,201 | $2,877-58.2% | $3,660-67.2% | $2,234-46.2% |
| Participant deferral / active EE | $4,785 | $3,338+43.3% | $4,370+9.5% | $3,805+25.7% |
| Admin fee / account holder | $252 | $216+16.9% | $5,945-95.8% | $158+59.9% |