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 INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $38,991 |
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $10,645 |
Filed as: MCLAIN HILL RUGG & ASSOC INC. Service code 10 · EIN 31-1038077 | Accounting | $6,670 |
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 | $113,038 | $47,977+135.6% | $154,107-26.7% | $56,287+100.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.42% | 3.54%-10.0pp | 735.12%-741.5pp | -9.96%+3.5pp |
| Employer contribution / active EE | $3,701 | $2,169+70.7% | $5,298-30.1% | $2,111+75.3% |
| Participant deferral / active EE | $18,115 | $2,392+657.4% | $5,081+256.6% | $3,350+440.8% |
| Admin fee / account holder | $147 | $438-66.5% | $13,411-98.9% | $521-71.8% |