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) | $175,145 |
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 37 · EIN 22-1211670 | Loan Processing | $12,431 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METLIFE INSURANCE COMPANY OF CT Service code 64 · EIN 06-0566090 | Recordkeeping Fees | $3,691 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $2,922 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 71 · EIN 13-4122960 | Brokerage Fees | $140 |
Filed as: RIVERSOURCE LIFE INSURANCE COMPANY Service code 52 · EIN 41-0823832 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,400 | $44,989-12.4% | $170,442-76.9% | $77,958-49.5% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 12.64% | 19.61%-7.0pp | 205.93%-193.3pp | 20.87%-8.2pp |
| Employer contribution / active EE | $607 | $1,466-58.6% | $5,433-88.8% | $2,310-73.7% |
| Participant deferral / active EE | $2,614 | $2,208+18.4% | $4,939-47.1% | $3,537-26.1% |
| Admin fee / account holder | $15 | $69-78.1% | $13,880-99.9% | $97-84.5% |