Filed October 20, 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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICE, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $307,383 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Participant loan processing; Claims p... | $37,095 |
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 | $126,634 | $95,776+32.2% | $162,163-21.9% | $77,787+62.8% |
| Participation rate | 81.5% | 88.6%-7.2pp | 87.6%-6.1pp | 73.2%+8.2pp |
| Annual return | 24.84% | 37.03%-12.2pp | 115.59%-90.8pp | 32.57%-7.7pp |
| Employer contribution / active EE | $5,285 | $3,874+36.4% | $5,614-5.9% | $2,504+111.0% |
| Participant deferral / active EE | $9,861 | $6,125+61.0% | $7,298+35.1% | $3,967+148.6% |
| Admin fee / account holder | $151 | $88+72.5% | $10,843-98.6% | $100+51.1% |