Filed January 13, 2016 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,650 |
UBS FINANCIAL SERVICES INC2+ years Service code 61 · EIN 13-2638166 | Finders' fees / placement fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,546 | $48,076+98.7% | $78,689+21.4% | $62,891+51.9% |
| Participation rate | 98.3% | 65.2%+33.1pp | 73.6%+24.8pp | 69.3%+29.0pp |
| Annual return | 8.19% | 31.35%-23.2pp | 62.18%-54.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $4,534 | $2,015+125.1% | $2,851+59.1% | $2,281+98.8% |
| Participant deferral / active EE | $8,463 | $2,588+227.0% | $3,517+140.6% | $3,203+164.2% |
| Admin fee / account holder | $16 | $3,207-99.5% | $4,510-99.6% | $4,296-99.6% |