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 INC8+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $60,663 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,579 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,995 | $106,236-28.5% | $112,228-32.3% | $64,808+17.3% |
| Participation rate | 97.8% | 71.7%+26.2pp | 75.1%+22.8pp | 71.5%+26.4pp |
| Annual return | -14.36% | -6.02%-8.3pp | 27.45%-41.8pp | 32.82%-47.2pp |
| Employer contribution / active EE | $1,368 | $3,166-56.8% | $3,635-62.4% | $2,506-45.4% |
| Participant deferral / active EE | $5,823 | $3,785+53.8% | $4,728+23.2% | $4,310+35.1% |
| Admin fee / account holder | $288 | $452-36.2% | $6,410-95.5% | $188+53.5% |