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 INC2+ years Filed as: USBS FINANCIAL SERVICES INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $19,023 |
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $981 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 53 · EIN 13-4122960 | Insurance Commissions | $20 |
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 | $98,941 | $46,732+111.7% | $156,549-36.8% | $55,167+79.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 11.78% | 17.72%-5.9pp | 32.23%-20.4pp | 169.23%-157.4pp |
| Employer contribution / active EE | $3,272 | $2,105+55.4% | $5,501-40.5% | $1,963+66.7% |
| Participant deferral / active EE | $16,546 | $2,204+650.6% | $4,871+239.7% | $3,054+441.7% |
| Admin fee / account holder | $7 | $418-98.2% | $13,027-99.9% | $504-98.5% |