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 FIDUCIARY3+ years Service code 51 · EIN 34-1377953 | Investment Mgmt Fees | $338,786 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $121,008 |
NATIONAL ASSOCIATES, INC.3+ years Service code 50 · EIN 34-0677453 | Direct Payment | $50,245 |
MEADEN & MOORE, LTD.3+ years Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $8,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,229 | $123,286-20.3% | $75,670+29.8% | $77,958+26.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.3%+27.7pp | 71.6%+28.4pp |
| Annual return | 18.44% | 20.45%-2.0pp | 27.34%-8.9pp | 20.87%-2.4pp |
| Employer contribution / active EE | $2,934 | $2,035+44.2% | $2,352+24.8% | $2,310+27.0% |
| Participant deferral / active EE | $0 | $3,095-100.0% | $3,142-100.0% | $3,537-100.0% |
| Admin fee / account holder | $185 | $144+28.6% | $5,800-96.8% | $97+90.3% |