Filed February 24, 2006
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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $21,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $48,743 | $89,436-45.5% | $164,813-70.4% | $77,643-37.2% |
| Participation rate | 46.6% | 78.6%-32.0pp | 78.6%-32.0pp | 70.6%-24.0pp |
| Annual return | 14.56% | 28.83%-14.3pp | 69.93%-55.4pp | 31.24%-16.7pp |
| Employer contribution / active EE | $774 | $2,569-69.9% | $4,341-82.2% | $2,726-71.6% |
| Participant deferral / active EE | $1,259 | $4,897-74.3% | $6,031-79.1% | $4,647-72.9% |
| Admin fee / account holder | $26 | $339-92.3% | $12,690-99.8% | $430-93.9% |