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 |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $21,072 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $13,421 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,139 | $107,378-79.4% | $108,579-79.6% | $57,658-61.6% |
| Participation rate | 78.4% | 77.1%+1.3pp | 79.6%-1.1pp | 70.2%+8.2pp |
| Annual return | 9.06% | 12.80%-3.7pp | -51.70%+60.8pp | 5.13%+3.9pp |
| Employer contribution / active EE | $731 | $1,782-59.0% | $3,758-80.6% | $1,974-63.0% |
| Participant deferral / active EE | $1,692 | $3,221-47.5% | $4,311-60.7% | $3,061-44.7% |
| Admin fee / account holder | $124 | $108+14.6% | $7,645-98.4% | $95+31.6% |