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 |
|---|---|---|
PRIAC3 years Service code 38 · EIN 06-1050034 | Participant Communication | $78,127 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,716 |
CHARLES SCHWAB & CO., INC.3 years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1311012 | Accounting | $11,433 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,419 | $61,272+194.5% | $149,673+20.5% | $71,457+152.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 18.07% | 35.85%-17.8pp | 134.42%-116.3pp | 28.85%-10.8pp |
| Employer contribution / active EE | $4,179 | $2,378+75.7% | $4,818-13.2% | $2,588+61.5% |
| Participant deferral / active EE | $19,907 | $2,917+582.4% | $5,680+250.5% | $4,289+364.2% |
| Admin fee / account holder | $716 | $1,261-43.2% | $13,210-94.6% | $1,587-54.9% |