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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,161 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $27,960 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,828 | $87,013+130.8% | $106,213+89.1% | $80,856+148.4% |
| Participation rate | 98.8% | 70.4%+28.4pp | 75.3%+23.6pp | 67.6%+31.2pp |
| Annual return | 11.29% | 17.05%-5.8pp | 116.14%-104.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,308 | $2,395+38.1% | $3,171+4.3% | $2,755+20.1% |
| Participant deferral / active EE | $6,292 | $3,986+57.9% | $5,016+25.4% | $4,296+46.5% |
| Admin fee / account holder | $363 | $8,431-95.7% | $11,033-96.7% | $6,918-94.7% |