Filed May 11, 2017
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 FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $25,860 |
ADP BROKER-DEALER6+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,321 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,675 | $52,279+21.8% | $89,391-28.8% | $79,858-20.3% |
| Participation rate | 97.8% | 57.5%+40.3pp | 68.0%+29.8pp | 69.6%+28.2pp |
| Annual return | 15.90% | 22.16%-6.3pp | 245.62%-229.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $3,611 | $1,572+129.8% | $2,586+39.7% | $2,471+46.1% |
| Participant deferral / active EE | $7,773 | $2,740+183.7% | $3,890+99.8% | $3,740+107.8% |
| Admin fee / account holder | $158 | $3,356-95.3% | $4,881-96.8% | $5,306-97.0% |