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 INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 26 580 WALNUST STREET · CINCINNATI, OH 45202 | Advisory (Participants) | $62,413 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $35,968 |
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 | $97,706 | $62,267+56.9% | $110,238-11.4% | $55,725+75.3% |
| Participation rate | 97.6% | 78.1%+19.5pp | 79.8%+17.8pp | 70.9%+26.8pp |
| Annual return | -4.53% | -1.07%-3.5pp | 314.74%-319.3pp | 244.93%-249.5pp |
| Employer contribution / active EE | $4,742 | $1,941+144.2% | $3,826+23.9% | $2,078+128.2% |
| Participant deferral / active EE | $4,196 | $3,516+19.3% | $4,672-10.2% | $3,356+25.0% |
| Admin fee / account holder | $252 | $121+108.2% | $8,547-97.1% | $115+118.6% |