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 | $222,960 |
UBS FINANCIAL SERVICES INC8+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $103,514 |
STAMBAUGH NESS PC2 years Filed as: STAMBAUGH NESS Service code 10 · EIN 23-2846715 | Accounting | $15,600 |
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 | $118,439 | $107,459+10.2% | $135,903-12.8% | $80,160+47.8% |
| Participation rate | 91.0% | 78.0%+12.9pp | 81.9%+9.1pp | 72.9%+18.1pp |
| Annual return | 27.89% | 91.91%-64.0pp | 68.23%-40.3pp | 40.38%-12.5pp |
| Employer contribution / active EE | $3,275 | $3,877-15.5% | $4,856-32.6% | $2,978+10.0% |
| Participant deferral / active EE | $8,984 | $8,195+9.6% | $7,758+15.8% | $5,017+79.1% |
| Admin fee / account holder | $161 | $127+26.6% | $10,762-98.5% | $145+10.9% |