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 INC11+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $54,186 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $37,677 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,630 | $95,880+8.1% | $107,525-3.6% | $85,563+21.1% |
| Participation rate | 87.6% | 70.1%+17.4pp | 75.1%+12.5pp | 66.0%+21.6pp |
| Annual return | 15.42% | 68.06%-52.6pp | 181.32%-165.9pp | 31.51%-16.1pp |
| Employer contribution / active EE | $1,822 | $3,812-52.2% | $3,754-51.5% | $2,654-31.3% |
| Participant deferral / active EE | $6,033 | $4,201+43.6% | $5,116+17.9% | $4,375+37.9% |
| Admin fee / account holder | $218 | $1,025-78.8% | $8,919-97.6% | $834-73.9% |