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 INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $60,120 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,385 | $92,971+0.4% | $96,683-3.4% | $74,419+25.5% |
| Participation rate | 98.4% | 71.5%+26.8pp | 74.3%+24.0pp | 70.7%+27.6pp |
| Annual return | 15.60% | 37.49%-21.9pp | 35.69%-20.1pp | 34.38%-18.8pp |
| Employer contribution / active EE | $1,947 | $3,426-43.2% | $3,737-47.9% | $2,637-26.2% |
| Participant deferral / active EE | $6,189 | $3,970+55.9% | $4,878+26.9% | $4,528+36.7% |
| Admin fee / account holder | $290 | $633-54.2% | $6,730-95.7% | $348-16.6% |