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 8-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 |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $8,967 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,484 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,521 | $104,317+2.1% | $159,436-33.2% | $86,799+22.7% |
| Participation rate | 98.0% | 77.7%+20.3pp | 82.8%+15.2pp | 72.3%+25.7pp |
| Annual return | 66.56% | 26.32%+40.2pp | 263.57%-197.0pp | 97.91%-31.3pp |
| Employer contribution / active EE | $859 | $3,451-75.1% | $4,829-82.2% | $2,405-64.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $18 | $172-89.8% | $10,799-99.8% | $170-89.6% |