Filed June 18, 2007
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 |
|---|---|---|
FIRST FIDUCIARY2+ years Service code 51 · EIN 34-1377953 | Investment Mgmt Fees | $313,630 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $110,884 |
NATIONAL ASSOCIATES, INC.2+ years Service code 50 · EIN 34-0677453 | Direct Payment | $47,568 |
MEADEN & MOORE, LTD.2+ years Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $6,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,031 | $58,758+56.6% | $70,014+31.4% | $63,975+43.9% |
| Participation rate | 99.6% | 77.5%+22.1pp | 71.8%+27.7pp | 71.1%+28.4pp |
| Annual return | 14.60% | 18.05%-3.5pp | 12.99%+1.6pp | 48.65%-34.1pp |
| Employer contribution / active EE | $2,684 | $1,973+36.1% | $2,338+14.8% | $2,182+23.0% |
| Participant deferral / active EE | $0 | $2,912-100.0% | $2,931-100.0% | $3,356-100.0% |
| Admin fee / account holder | $184 | $71+159.1% | $4,380-95.8% | $70+161.1% |