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 INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $20,795 |
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 37 · EIN 22-1211670 | Loan Processing | $1,860 |
NATIONWIDE2 years Service code 63 · EIN 31-4156830 | 12b-1 Fees | $218 |
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 | $21,062 | $46,173-54.4% | $170,442-87.6% | $69,631-69.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 14.80% | 21.62%-6.8pp | 205.93%-191.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $553 | $1,610-65.7% | $5,433-89.8% | $2,032-72.8% |
| Participant deferral / active EE | $2,383 | $2,080+14.6% | $4,939-51.8% | $3,224-26.1% |
| Admin fee / account holder | $4 | $116-96.7% | $13,880-100.0% | $110-96.5% |