Filed April 16, 2012
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $316,722 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANICIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $88,145 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,056 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,316 | $113,995+81.9% | $127,761+62.3% | $77,787+166.5% |
| Participation rate | 99.0% | 85.7%+13.3pp | 79.0%+20.0pp | 73.2%+25.8pp |
| Annual return | 22.29% | 26.09%-3.8pp | 26.14%-3.9pp | 32.57%-10.3pp |
| Employer contribution / active EE | $11,042 | $6,012+83.7% | $4,574+141.4% | $2,504+340.9% |
| Participant deferral / active EE | $14,083 | $7,267+93.8% | $6,021+133.9% | $3,967+255.0% |
| Admin fee / account holder | $129 | $108+19.3% | $9,395-98.6% | $100+28.5% |