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 INC6 years Filed as: UBS Service code 26 · EIN 13-2638166 | Advisory (Participants) | $268,297 |
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $103,088 |
FIRST FIDUCIARY9+ years Service code 28 · EIN 34-1377953 | Investment Management | $99,245 |
MEADEN & MOORE, LTD.4 years Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $11,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,230 | $73,034+68.7% | $77,163+59.7% | $80,160+53.7% |
| Participation rate | 99.0% | 78.1%+20.9pp | 69.6%+29.5pp | 72.9%+26.1pp |
| Annual return | 30.22% | 18.56%+11.7pp | 37.87%-7.7pp | 40.38%-10.2pp |
| Employer contribution / active EE | $3,363 | $2,779+21.0% | $2,535+32.7% | $2,978+12.9% |
| Participant deferral / active EE | $0 | $4,140-100.0% | $3,833-100.0% | $5,017-100.0% |
| Admin fee / account holder | $118 | $104+13.5% | $5,472-97.8% | $145-18.8% |