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 INC4+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,102 |
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 37 · EIN 22-1211670 | Loan Processing | $2,821 |
NATIONWIDE3 years Service code 63 · EIN 31-4156830 | 12b-1 Fees | $1,824 |
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 | $19,456 | $37,196-47.7% | $154,107-87.4% | $55,725-65.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -3.84% | 1319.68%-1323.5pp | 735.12%-739.0pp | 244.93%-248.8pp |
| Employer contribution / active EE | $592 | $1,614-63.3% | $5,298-88.8% | $2,078-71.5% |
| Participant deferral / active EE | $2,641 | $2,068+27.7% | $5,081-48.0% | $3,356-21.3% |
| Admin fee / account holder | $5 | $102-95.0% | $13,411-100.0% | $115-95.6% |