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 INC9+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $54,360 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,378 |
ADP BROKER-DEALER9+ 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 | $77,589 | $89,436-13.2% | $164,813-52.9% | $77,643-0.1% |
| Participation rate | 99.0% | 78.6%+20.4pp | 78.6%+20.4pp | 70.6%+28.5pp |
| Annual return | 19.83% | 28.83%-9.0pp | 69.93%-50.1pp | 31.24%-11.4pp |
| Employer contribution / active EE | $4,132 | $2,569+60.9% | $4,341-4.8% | $2,726+51.6% |
| Participant deferral / active EE | $3,432 | $4,897-29.9% | $6,031-43.1% | $4,647-26.2% |
| Admin fee / account holder | $165 | $339-51.3% | $12,690-98.7% | $430-61.6% |