Filed December 23, 2005
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 |
|---|---|---|
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST FIDUCIARY SERVICES Service code 19 · EIN 26-3523944 902 CARNEGIE CENTER, SUITE 460 · PRINCETON, NJ 08540 | Securities Custodian | $90,229 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Participants) | $59,914 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,579 | $54,320+206.7% | $67,652+146.2% | $52,331+218.3% |
| Participation rate | 90.0% | 73.6%+16.4pp | 75.7%+14.3pp | 68.1%+21.9pp |
| Annual return | 1.83% | 6.81%-5.0pp | 6625.04%-6623.2pp | 4.54%-2.7pp |
| Employer contribution / active EE | $2,909 | $1,544+88.4% | $2,266+28.4% | $1,882+54.6% |
| Participant deferral / active EE | $4,126 | $2,950+39.9% | $3,560+15.9% | $3,022+36.5% |
| Admin fee / account holder | $3,838 | $527+628.9% | $4,821-20.4% | $592+548.8% |