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 27 | Advisory (Plan) | $172,424 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,391 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $25,012 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INVESTMENT ADVISORS, INC Service code 27 · EIN 20-1113894 | Advisory (Plan) | $0 |
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 | $74,153 | $54,701+35.6% | $86,188-14.0% | $71,457+3.8% |
| Participation rate | 93.4% | 60.1%+33.3pp | 69.0%+24.4pp | 67.9%+25.5pp |
| Annual return | 14.50% | 20.06%-5.6pp | 1168.45%-1154.0pp | 28.85%-14.4pp |
| Employer contribution / active EE | $1,696 | $1,265+34.1% | $2,380-28.7% | $2,588-34.5% |
| Participant deferral / active EE | $4,388 | $3,108+41.2% | $3,985+10.1% | $4,289+2.3% |
| Admin fee / account holder | $283 | $1,922-85.2% | $6,852-95.9% | $1,587-82.1% |