Filed July 28, 2008
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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $64,079 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $39,485 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,792 | $62,688+159.7% | $178,014-8.6% | $77,671+109.6% |
| Participation rate | 96.5% | 66.9%+29.7pp | 77.1%+19.5pp | 70.6%+26.0pp |
| Annual return | 15.46% | 16.16%-0.7pp | 294.80%-279.3pp | 31.21%-15.8pp |
| Employer contribution / active EE | $3,945 | $1,912+106.4% | $3,950-0.1% | $2,726+44.7% |
| Participant deferral / active EE | $9,416 | $4,224+122.9% | $6,276+50.0% | $4,648+102.6% |
| Admin fee / account holder | $303 | $386-21.6% | $10,362-97.1% | $430-29.6% |