Filed January 6, 2006
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 INC3+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,966 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,305 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,602 | $63,346+166.2% | $92,233+82.8% | $70,131+140.4% |
| Participation rate | 94.9% | 68.7%+26.3pp | 76.5%+18.5pp | 69.5%+25.4pp |
| Annual return | 14.68% | 530.12%-515.4pp | 176.28%-161.6pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,266 | $2,471-48.8% | $3,679-65.6% | $2,342-46.0% |
| Participant deferral / active EE | $5,166 | $2,854+81.0% | $3,897+32.6% | $3,332+55.1% |
| Admin fee / account holder | $433 | $3,840-88.7% | $5,194-91.7% | $4,645-90.7% |