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 |
|---|---|---|
PRIAC2 years Service code 38 · EIN 06-1050034 | Participant Communication | $52,407 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $51,991 |
Filed as: THE PRUDENTIAL INS. CO. OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $20,678 |
CHARLES SCHWAB & CO., INC.2 years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1311012 | Accounting | $6,286 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,602 | $65,061+131.5% | $143,757+4.8% | $66,914+125.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.73% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,961 | $2,361+67.8% | $4,951-20.0% | $2,544+55.7% |
| Participant deferral / active EE | $18,306 | $2,919+527.1% | $5,637+224.7% | $4,237+332.1% |
| Admin fee / account holder | $703 | $502+40.0% | $14,673-95.2% | $593+18.4% |