Filed October 18, 2004
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 INC3+ years Service code 53 · EIN 13-2638166 | Insurance Commissions | $6,569 |
Filed as: DYNAMIC PENSION SERVICES Service code 15 · EIN 31-1585572 | Recordkeeping | $5,928 |
TWG BENEFITS, INC.1 year Filed as: TWG Service code 15 · EIN 36-4028918 | Recordkeeping | $5,122 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,521 | $46,100-79.3% | $86,590-89.0% | $69,631-86.3% |
| Participation rate | 73.0% | 67.2%+5.9pp | 73.5%-0.5pp | 70.7%+2.4pp |
| Annual return | 18.28% | 21.02%-2.7pp | 964.84%-946.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $4 | $1,850-99.8% | $2,839-99.9% | $2,032-99.8% |
| Participant deferral / active EE | $924 | $2,432-62.0% | $3,609-74.4% | $3,224-71.3% |
| Admin fee / account holder | $80 | $94-14.5% | $4,906-98.4% | $110-27.3% |