Filed October 18, 2004
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $106,148 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $65,501 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,951 | $185,342-47.2% | $111,297-12.0% | $86,799+12.8% |
| Participation rate | 94.9% | 81.0%+13.9pp | 77.3%+17.6pp | 72.3%+22.6pp |
| Annual return | 8.05% | 500.80%-492.7pp | 54.65%-46.6pp | 97.91%-89.9pp |
| Employer contribution / active EE | $4,292 | $2,246+91.1% | $2,731+57.2% | $2,405+78.4% |
| Participant deferral / active EE | $4,447 | $4,458-0.3% | $4,487-0.9% | $4,131+7.6% |
| Admin fee / account holder | $277 | $255+8.5% | $7,964-96.5% | $170+63.5% |