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 FIDUCIARY5+ years Service code 28 · EIN 34-1377953 | Investment Management | $354,326 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS Service code 26 · EIN 13-2638166 | Advisory (Participants) | $144,963 |
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $95,499 |
MEADEN & MOORE, LTD.2 years Filed as: MEADEN MOORE Service code 10 · EIN 34-1818258 | Accounting | $9,175 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,789 | $65,708+71.7% | $76,817+46.8% | $77,787+45.0% |
| Participation rate | 99.7% | 79.0%+20.7pp | 72.1%+27.6pp | 73.2%+26.5pp |
| Annual return | 25.02% | 49.86%-24.8pp | 1166.11%-1141.1pp | 32.57%-7.6pp |
| Employer contribution / active EE | $2,797 | $2,167+29.1% | $2,302+21.5% | $2,504+11.7% |
| Participant deferral / active EE | $0 | $3,254-100.0% | $3,336-100.0% | $3,967-100.0% |
| Admin fee / account holder | $198 | $91+117.9% | $6,420-96.9% | $100+97.8% |