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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,309 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $39,381 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $21,015 |
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 | $118,536 | $126,111-6.0% | $142,449-16.8% | $80,160+47.9% |
| Participation rate | 86.9% | 87.5%-0.6pp | 76.8%+10.1pp | 72.9%+14.0pp |
| Annual return | 19.59% | 23.39%-3.8pp | 19.99%-0.4pp | 40.38%-20.8pp |
| Employer contribution / active EE | $9,053 | $6,430+40.8% | $4,847+86.8% | $2,978+204.0% |
| Participant deferral / active EE | $0 | $7,822-100.0% | $6,283-100.0% | $5,017-100.0% |
| Admin fee / account holder | $65 | $92-29.4% | $10,011-99.3% | $145-55.0% |