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 |
|---|---|---|
Filed as: VOYA Service code 99 · EIN 31-1225518 | Other Fees | $69,128 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES Service code 99 580 WALNUST STREET · CINCINNATI, OH 45202 | Other Fees | $37,125 |
Filed as: LATITUDE SERVICE COMPANY Service code 99 · EIN 82-1371994 | Other Fees | $21,185 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,190 | $86,225+48.7% | $146,665-12.6% | $86,799+47.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 80.1%+19.9pp | 72.3%+27.7pp |
| Annual return | 16.51% | 31.23%-14.7pp | 22.74%-6.2pp | 97.91%-81.4pp |
| Employer contribution / active EE | $6,510 | $2,392+172.1% | $4,136+57.4% | $2,405+170.6% |
| Participant deferral / active EE | $5,299 | $4,245+24.8% | $5,506-3.8% | $4,131+28.3% |
| Admin fee / account holder | $300 | $195+53.6% | $10,280-97.1% | $170+76.9% |