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 |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Filed as: UBS Service code 26 · EIN 13-2638166 | Advisory (Participants) | $364,662 |
FIRST FIDUCIARY8+ years Service code 28 · EIN 34-1377953 | Investment Management | $119,739 |
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $101,047 |
MEADEN & MOORE, LTD.3 years Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $9,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,844 | $61,756+71.4% | $70,092+51.0% | $77,904+35.9% |
| Participation rate | 99.3% | 79.9%+19.4pp | 70.5%+28.9pp | 73.7%+25.6pp |
| Annual return | 0.25% | -11.86%+12.1pp | 190.73%-190.5pp | 12.21%-12.0pp |
| Employer contribution / active EE | $3,076 | $2,706+13.6% | $2,559+20.2% | $2,848+8.0% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $3,849-100.0% | $4,806-100.0% |
| Admin fee / account holder | $154 | $101+51.6% | $6,267-97.5% | $133+15.9% |