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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $22,669 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,527 |
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 | $27,370 | $71,666-61.8% | $117,854-76.8% | $69,631-60.7% |
| Participation rate | 74.9% | 77.5%-2.6pp | 79.7%-4.8pp | 70.7%+4.2pp |
| Annual return | 17.17% | 18.86%-1.7pp | 335.08%-317.9pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $781 | $1,889-58.7% | $3,786-79.4% | $2,032-61.6% |
| Participant deferral / active EE | $1,873 | $3,340-43.9% | $4,482-58.2% | $3,224-41.9% |
| Admin fee / account holder | $145 | $120+20.2% | $8,020-98.2% | $110+31.0% |