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 INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $13,555 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $7,351 |
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 | $52,192 | $65,118-19.9% | $76,768-32.0% | $55,725-6.3% |
| Participation rate | 81.4% | 79.6%+1.8pp | 77.0%+4.5pp | 70.9%+10.6pp |
| Annual return | -4.17% | -1.27%-2.9pp | 2.43%-6.6pp | 244.93%-249.1pp |
| Employer contribution / active EE | $780 | $1,941-59.8% | $2,485-68.6% | $2,078-62.5% |
| Participant deferral / active EE | $1,651 | $3,688-55.2% | $3,852-57.1% | $3,356-50.8% |
| Admin fee / account holder | $75 | $116-35.2% | $6,675-98.9% | $115-34.8% |