Filed October 25, 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Finders' fees / placem... | $65,246 |
UBS FINANCIAL SERVICES INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $56,918 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $44,689 | $71,666-37.6% | $117,854-62.1% | $69,631-35.8% |
| Participation rate | 94.6% | 77.5%+17.1pp | 79.7%+14.9pp | 70.7%+23.9pp |
| Annual return | 20.60% | 18.86%+1.7pp | 335.08%-314.5pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $1,494 | $1,889-20.9% | $3,786-60.5% | $2,032-26.5% |
| Participant deferral / active EE | $3,925 | $3,340+17.5% | $4,482-12.4% | $3,224+21.7% |
| Admin fee / account holder | $134 | $120+11.3% | $8,020-98.3% | $110+21.3% |