Filed August 8, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $146,619 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $89,452 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,736 | $104,317+26.3% | $159,436-17.4% | $86,799+51.8% |
| Participation rate | 94.7% | 77.7%+17.0pp | 82.8%+11.9pp | 72.3%+22.5pp |
| Annual return | 19.83% | 26.32%-6.5pp | 263.57%-243.7pp | 97.91%-78.1pp |
| Employer contribution / active EE | $2,777 | $3,451-19.5% | $4,829-42.5% | $2,405+15.4% |
| Participant deferral / active EE | $9,898 | $6,837+44.8% | $7,352+34.6% | $4,131+139.6% |
| Admin fee / account holder | $192 | $172+11.5% | $10,799-98.2% | $170+13.3% |