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 INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $52,992 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $42,529 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,248 | $82,917+20.9% | $103,333-3.0% | $77,643+29.1% |
| Participation rate | 82.0% | 71.6%+10.5pp | 74.5%+7.5pp | 70.6%+11.5pp |
| Annual return | 13.26% | 19.13%-5.9pp | 24.88%-11.6pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,713 | $3,552-51.8% | $3,868-55.7% | $2,726-37.2% |
| Participant deferral / active EE | $5,472 | $4,108+33.2% | $5,057+8.2% | $4,647+17.7% |
| Admin fee / account holder | $253 | $638-60.4% | $8,355-97.0% | $430-41.3% |