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) | $105,056 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $93,413 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $5,568 |
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 | $98,085 | $130,084-24.6% | $138,135-29.0% | $90,288+8.6% |
| Participation rate | 96.1% | 86.0%+10.1pp | 78.7%+17.4pp | 73.4%+22.8pp |
| Annual return | 14.96% | 14.63%+0.3pp | 20.51%-5.5pp | 53.97%-39.0pp |
| Employer contribution / active EE | $6,408 | $5,865+9.3% | $5,587+14.7% | $2,524+153.9% |
| Participant deferral / active EE | $0 | $7,099-100.0% | $6,431-100.0% | $4,232-100.0% |
| Admin fee / account holder | $80 | $187-57.0% | $11,856-99.3% | $114-29.7% |