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.4 years Service code 64 · EIN 36-4028918 400 SKOKIE BLVD., STE 415 · NORTHBROOK, IL 60062 | Recordkeeping Fees | $10,412 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 PAYMENT SERVICES - RPCS · NASHVILLE, TN 37238 | Advisory (Plan) | $6,000 |
Filed as: DYNAMIC PENSION SERVICES, INC Service code 13 · EIN 31-1585572 2176 HEWITT AVENUE, STE A · KETTERING, OH 45440 | Contract Administrator | $5,715 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,344 | $47,722-72.0% | $82,719-83.9% | $64,808-79.4% |
| Participation rate | 80.0% | 67.6%+12.4pp | 72.6%+7.4pp | 71.5%+8.5pp |
| Annual return | -16.15% | -13.05%-3.1pp | 701.18%-717.3pp | 32.82%-49.0pp |
| Employer contribution / active EE | $0 | $2,179-100.0% | $3,009-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,870 | $3,329-43.8% | $4,395-57.4% | $4,310-56.6% |
| Admin fee / account holder | $87 | $143-39.5% | $5,329-98.4% | $188-53.9% |