Filed January 15, 2007 (most recent of 2 filings on file)
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 06-1050034 | Contract Administrator | $180,340 |
Service code 16 · EIN 20-8874282 | Consulting | $65,796 |
UKG INC1 year Filed as: THE ULTIMATE SOFTWARE GROUP INC Service code 49 · EIN 65-0694077 | Other Services | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,849 | $77,197+100.6% | $86,874+78.2% | $93,030+66.5% |
| Participation rate | 97.8% | 78.2%+19.6pp | 71.6%+26.2pp | 73.9%+23.9pp |
| Annual return | 14.41% | 16.31%-1.9pp | 63.52%-49.1pp | 158.70%-144.3pp |
| Employer contribution / active EE | $1,989 | $2,514-20.9% | $2,495-20.3% | $2,706-26.5% |
| Participant deferral / active EE | $7,749 | $3,831+102.3% | $3,699+109.5% | $4,562+69.9% |
| Admin fee / account holder | $224 | $105+113.6% | $5,828-96.2% | $152+47.7% |