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 |
|---|---|---|
Service code 38 · EIN 06-1050034 | Participant Communication | $47,743 |
UBS FINANCIAL SERVICES INC8+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,955 |
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 37 · EIN 22-1211670 | Loan Processing | $16,579 |
CHARLES SCHWAB & CO., INC.2 years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $4,891 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,560 | $46,292-44.8% | $143,757-82.2% | $64,808-60.6% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -11.76% | -10.05%-1.7pp | -0.04%-11.7pp | 32.82%-44.6pp |
| Employer contribution / active EE | $672 | $1,910-64.8% | $4,951-86.4% | $2,506-73.2% |
| Participant deferral / active EE | $3,401 | $2,646+28.5% | $5,637-39.7% | $4,310-21.1% |
| Admin fee / account holder | $113 | $154-26.7% | $14,673-99.2% | $188-40.0% |