Filed February 21, 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 9-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 |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $34,755 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,981 | $79,184-29.3% | $102,438-45.4% | $74,546-24.9% |
| Participation rate | 47.8% | 74.8%-27.0pp | 76.5%-28.7pp | 67.2%-19.5pp |
| Annual return | 11.84% | 54.95%-43.1pp | 29.37%-17.5pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $1,027 | $2,362-56.5% | $3,024-66.0% | $2,624-60.9% |
| Participant deferral / active EE | $2,085 | $4,414-52.8% | $5,054-58.7% | $4,347-52.0% |
| Admin fee / account holder | $287 | $2,001-85.6% | $9,448-97.0% | $1,944-85.2% |