Filed January 6, 2006 (most recent of 3 filings on file)
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 INC2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $13,354 |
NATIONWIDE1 year Service code 49 · EIN 31-4156830 | Other Services | $1,824 |
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 37 · EIN 22-1211670 | Loan Processing | $1,657 |
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 | $19,952 | $36,916-46.0% | $156,549-87.3% | $57,658-65.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 8.37% | 12.38%-4.0pp | 32.23%-23.9pp | 5.13%+3.2pp |
| Employer contribution / active EE | $502 | $1,571-68.0% | $5,501-90.9% | $1,974-74.6% |
| Participant deferral / active EE | $2,261 | $1,926+17.4% | $4,871-53.6% | $3,061-26.1% |
| Admin fee / account holder | $4 | $82-95.0% | $13,027-100.0% | $95-95.6% |