Filed March 19, 2006
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $556,133 |
Filed as: UBS FINANCIAL SVCS INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $67,499 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $53,700 |
OGLETREE DEAKINS1 year Filed as: OGLETREE, DEAKINS, NASH Service code 10 · EIN 57-1044820 | Accounting | $10,713 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,256 | $64,311+45.0% | $110,238-15.4% | $75,289+23.9% |
| Participation rate | 97.4% | 79.3%+18.1pp | 79.8%+17.6pp | 72.4%+24.9pp |
| Annual return | -6.81% | -1.74%-5.1pp | 314.74%-321.6pp | -0.04%-6.8pp |
| Employer contribution / active EE | $1,395 | $2,404-42.0% | $3,826-63.5% | $2,405-42.0% |
| Participant deferral / active EE | $3,949 | $3,892+1.5% | $4,672-15.5% | $3,739+5.6% |
| Admin fee / account holder | $113 | $88+29.0% | $8,547-98.7% | $102+10.5% |