Filed August 5, 2006
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 INC7+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $53,763 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,948 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,433 | $86,655-10.6% | $119,609-35.3% | $66,914+15.7% |
| Participation rate | 99.6% | 75.6%+24.0pp | 79.3%+20.3pp | 69.8%+29.8pp |
| Annual return | 2.59% | -8.00%+10.6pp | -14.97%+17.6pp | 1.58%+1.0pp |
| Employer contribution / active EE | $6,444 | $2,536+154.1% | $4,232+52.3% | $2,544+153.3% |
| Participant deferral / active EE | $3,857 | $4,358-11.5% | $5,602-31.1% | $4,237-9.0% |
| Admin fee / account holder | $192 | $755-74.6% | $10,323-98.1% | $593-67.6% |