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 |
|---|---|---|
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $111,307 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Participants) | $66,882 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,043 | $59,186+192.4% | $76,768+125.4% | $56,287+207.4% |
| Participation rate | 87.2% | 75.2%+11.9pp | 77.0%+10.2pp | 69.9%+17.3pp |
| Annual return | -4.92% | 6.62%-11.5pp | 2.43%-7.3pp | -9.96%+5.0pp |
| Employer contribution / active EE | $4,343 | $1,759+147.0% | $2,485+74.8% | $2,111+105.8% |
| Participant deferral / active EE | $4,587 | $3,255+40.9% | $3,852+19.1% | $3,350+36.9% |
| Admin fee / account holder | $1,563 | $489+219.6% | $6,675-76.6% | $521+200.0% |