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 | $174,102 |
UBS FINANCIAL SERVICES INC7+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $82,330 |
STAMBAUGH NESS PC1 year Filed as: STAMBAUGH NESS Service code 10 · EIN 23-2846715 | Accounting | $5,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,676 | $95,388+11.8% | $125,339-14.9% | $77,904+36.9% |
| Participation rate | 94.0% | 78.6%+15.4pp | 82.4%+11.6pp | 73.7%+20.3pp |
| Annual return | 19.56% | 116.19%-96.6pp | 572.05%-552.5pp | 12.21%+7.4pp |
| Employer contribution / active EE | $2,894 | $3,666-21.1% | $4,814-39.9% | $2,848+1.6% |
| Participant deferral / active EE | $8,144 | $7,711+5.6% | $7,446+9.4% | $4,806+69.5% |
| Admin fee / account holder | $145 | $119+21.9% | $10,010-98.6% | $133+9.3% |