Filed June 14, 2006
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 |
|---|---|---|
Filed as: HUB INVESTMENT ADVISORS, INC Service code 26 · EIN 20-1113894 | Advisory (Participants) | $39,567 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,249 | $49,451+76.4% | $79,550+9.7% | $66,914+30.4% |
| Participation rate | 78.0% | 61.3%+16.7pp | 69.5%+8.5pp | 69.8%+8.2pp |
| Annual return | -17.25% | 84.25%-101.5pp | 0.16%-17.4pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,504 | $1,266+18.9% | $2,413-37.7% | $2,544-40.9% |
| Participant deferral / active EE | $4,106 | $3,159+30.0% | $3,985+3.0% | $4,237-3.1% |
| Admin fee / account holder | $446 | $595-24.9% | $6,832-93.5% | $593-24.8% |