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 | Recordkeeping fees; Direct payment fr... | $127,692 |
UBS FINANCIAL SERVICES INC7+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $52,740 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN LLC Service code 10 · EIN 41-0746749 | Accounting | $6,604 |
Filed as: MID ATLANTIC CAPITAL CORP Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,345 | $91,746-41.9% | $146,665-63.6% | $93,030-42.7% |
| Participation rate | 96.8% | 80.9%+15.9pp | 80.1%+16.8pp | 73.9%+22.9pp |
| Annual return | 14.62% | 18.28%-3.7pp | 22.74%-8.1pp | 158.70%-144.1pp |
| Employer contribution / active EE | $1,995 | $2,815-29.1% | $4,136-51.8% | $2,706-26.3% |
| Participant deferral / active EE | $4,986 | $4,589+8.7% | $5,506-9.4% | $4,562+9.3% |
| Admin fee / account holder | $140 | $101+38.3% | $10,280-98.6% | $152-7.7% |