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 | $93,618 |
UBS FINANCIAL SERVICES INC9+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $57,318 |
CHARLES SCHWAB & CO., INC.3 years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $12,093 |
NATIONWIDE8 years Service code 99 · EIN 31-4156860 | Other Fees | $1,507 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,352 | $50,127-75.4% | $149,673-91.7% | $80,160-84.6% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 47.78% | 29.82%+18.0pp | 134.42%-86.6pp | 40.38%+7.4pp |
| Employer contribution / active EE | $845 | $1,865-54.7% | $4,818-82.5% | $2,978-71.6% |
| Participant deferral / active EE | $3,718 | $3,194+16.4% | $5,680-34.5% | $5,017-25.9% |
| Admin fee / account holder | $39 | $153-74.4% | $13,210-99.7% | $145-73.0% |