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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $197,410 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 37 · EIN 22-1211670 | Loan Processing | $11,032 |
Filed as: MCCLAIN HILL RUGG & ASSOC Service code 10 · EIN 31-1038077 | Accounting | $5,906 |
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METLIFE INSURANCE COMPANY OF CT Service code 64 · EIN 06-0566090 | Recordkeeping Fees | $3,871 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $2,754 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 33 · EIN 13-4122960 | Securities brokerage | $60 |
Filed as: RIVERSOURCE LIFE INSURANCE COMPANY Service code 52 · EIN 41-0823832 | Indirect Investment Fees | $0 |
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 | $36,595 | $45,382-19.4% | $154,107-76.3% | $75,289-51.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -2.96% | -0.47%-2.5pp | 735.12%-738.1pp | -0.04%-2.9pp |
| Employer contribution / active EE | $670 | $1,533-56.3% | $5,298-87.3% | $2,405-72.1% |
| Participant deferral / active EE | $2,725 | $2,384+14.3% | $5,081-46.4% | $3,739-27.1% |
| Admin fee / account holder | $16 | $89-82.0% | $13,411-99.9% | $102-84.3% |