Filed November 9, 2005 (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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $33,959 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,767 |
Filed as: NOBLE-DAVIS CONSULTING Service code 49 | Other Services | $11,511 |
NOBLE-DAVIS CONSULTING, INC.2 years Filed as: NOBLE DAVIS CONSULTING, INC. Service code 49 · EIN 34-1723189 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,077 | $79,428+218.6% | $106,548+137.5% | $79,386+218.8% |
| Participation rate | 89.2% | 74.1%+15.1pp | 76.1%+13.1pp | 70.7%+18.5pp |
| Annual return | 15.34% | 18.27%-2.9pp | 26.80%-11.5pp | 116.85%-101.5pp |
| Employer contribution / active EE | $2,515 | $2,234+12.6% | $2,819-10.8% | $2,427+3.6% |
| Participant deferral / active EE | $5,659 | $3,823+48.0% | $4,398+28.7% | $4,046+39.9% |
| Admin fee / account holder | $331 | $523-36.6% | $7,407-95.5% | $626-47.1% |