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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $270,798 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANICIAL SERVICES INC. Service code 30 · EIN 13-2638166 | Employee (plan) | $82,195 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,514 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,305 | $130,084+83.2% | $138,135+72.5% | $90,288+163.9% |
| Participation rate | 97.7% | 86.0%+11.7pp | 78.7%+19.0pp | 73.4%+24.4pp |
| Annual return | 14.58% | 14.63%0pp | 20.51%-5.9pp | 53.97%-39.4pp |
| Employer contribution / active EE | $10,562 | $5,865+80.1% | $5,587+89.0% | $2,524+318.4% |
| Participant deferral / active EE | $14,970 | $7,099+110.9% | $6,431+132.8% | $4,232+253.7% |
| Admin fee / account holder | $118 | $187-37.0% | $11,856-99.0% | $114+3.0% |