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 |
|---|---|---|
TWG BENEFITS, INC.2 years Service code 64 · EIN 36-4028918 400 SKOKIE BLVD., STE 415 · NORTHBROOK, IL 60062 | Recordkeeping Fees | $6,742 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 PAYMENT SERVICES - RPCS · NASHVILLE, TN 37238 | Advisory (Plan) | $6,000 |
Service code 13 · EIN 31-1585572 2176 HEWITT AVENUE, STE A · KETTERING, OH 45440 | Contract Administrator | $5,615 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,598 | $52,670-74.2% | $90,404-85.0% | $73,409-81.5% |
| Participation rate | 77.8% | 67.7%+10.2pp | 72.7%+5.1pp | 72.2%+5.6pp |
| Annual return | 14.44% | 20.70%-6.3pp | 1293.02%-1278.6pp | 59.29%-44.9pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,396 | $2,807-50.3% | $3,963-64.8% | $3,805-63.3% |
| Admin fee / account holder | $75 | $117-35.8% | $5,611-98.7% | $158-52.5% |