Filed July 27, 2006 (most recent of 2 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: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,657 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $8,222 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,521 | $69,305-19.9% | $82,313-32.5% | $69,631-20.3% |
| Participation rate | 86.7% | 80.3%+6.4pp | 76.9%+9.8pp | 70.7%+16.0pp |
| Annual return | 14.79% | 21.47%-6.7pp | 25.88%-11.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $724 | $1,887-61.6% | $2,428-70.2% | $2,032-64.4% |
| Participant deferral / active EE | $1,533 | $3,568-57.0% | $3,706-58.6% | $3,224-52.4% |
| Admin fee / account holder | $67 | $97-31.1% | $5,608-98.8% | $110-39.4% |