Filed June 6, 2008
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 |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $250 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 26 580 WALNUST STREET · CINCINNATI, OH 45202 | Advisory (Participants) | $0 |
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 | $96,655 | $57,096+69.3% | $94,224+2.6% | $55,191+75.1% |
| Participation rate | 98.9% | 75.7%+23.3pp | 78.8%+20.2pp | 69.2%+29.8pp |
| Annual return | 0.74% | 159.65%-158.9pp | 10.68%-9.9pp | 10.78%-10.0pp |
| Employer contribution / active EE | $4,348 | $1,708+154.6% | $3,587+21.2% | $1,899+129.0% |
| Participant deferral / active EE | $3,659 | $3,165+15.6% | $4,320-15.3% | $3,046+20.1% |
| Admin fee / account holder | $22 | $89-75.0% | $6,269-99.6% | $91-75.4% |