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 INC7 years Filed as: UBS Service code 26 · EIN 13-2638166 | Advisory (Participants) | $286,113 |
Filed as: PRINCIPAL FINANCIAL Service code 15 · EIN 42-0127290 | Recordkeeping | $113,003 |
FIRST FIDUCIARY10+ years Service code 28 · EIN 34-1377953 | Investment Management | $109,599 |
MEADEN & MOORE, LTD.5 years Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $12,000 |
Annual investment return 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 | $116,045 | $76,173+52.3% | $81,382+42.6% | $199,593-41.9% |
| Participation rate | 99.2% | 76.3%+22.9pp | 69.5%+29.7pp | 72.0%+27.2pp |
| Annual return | 9.61% | 15.59%-6.0pp | 24.73%-15.1pp | 34.25%-24.6pp |
| Employer contribution / active EE | $3,004 | $2,792+7.6% | $2,463+22.0% | $3,034-1.0% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $3,883-100.0% | $5,087-100.0% |
| Admin fee / account holder | $113 | $146-22.6% | $5,768-98.0% | $269-58.0% |