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 Filed as: USBS FINANCIAL SERVICES INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $31,552 |
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $3,985 |
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 | $122,244 | $55,453+120.4% | $170,442-28.3% | $62,292+96.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.43% | 21.38%-3.9pp | 205.93%-188.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $3,298 | $2,164+52.4% | $5,433-39.3% | $2,042+61.5% |
| Participant deferral / active EE | $17,205 | $2,303+647.2% | $4,939+248.3% | $3,169+442.9% |
| Admin fee / account holder | $29 | $455-93.7% | $13,880-99.8% | $479-94.0% |