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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 26 580 WALNUST STREET · CINCINNATI, OH 45202 | Advisory (Participants) | $38,874 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $19,950 |
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 | $109,764 | $71,666+53.2% | $117,854-6.9% | $69,631+57.6% |
| Participation rate | 92.6% | 77.5%+15.0pp | 79.7%+12.9pp | 70.7%+21.9pp |
| Annual return | 16.68% | 18.86%-2.2pp | 335.08%-318.4pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $4,396 | $1,889+132.7% | $3,786+16.1% | $2,032+116.3% |
| Participant deferral / active EE | $4,144 | $3,340+24.1% | $4,482-7.5% | $3,224+28.5% |
| Admin fee / account holder | $149 | $120+23.6% | $8,020-98.1% | $110+34.6% |