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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $83,443 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,404 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,523 |
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 | $123,322 | $142,386-13.4% | $152,466-19.1% | $93,030+32.6% |
| Participation rate | 91.6% | 85.6%+6.0pp | 78.2%+13.4pp | 73.9%+17.7pp |
| Annual return | 14.92% | 18.07%-3.2pp | 757.33%-742.4pp | 158.70%-143.8pp |
| Employer contribution / active EE | $8,115 | $5,485+48.0% | $4,327+87.6% | $2,706+199.9% |
| Participant deferral / active EE | $0 | $6,872-100.0% | $5,820-100.0% | $4,562-100.0% |
| Admin fee / account holder | $85 | $108-21.5% | $15,805-99.5% | $152-44.2% |