Filed August 3, 2006 (most recent of 4 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 |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Service code 49 · EIN 51-0120742 | Other Services | $17,839 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,626 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,019 | $44,873-30.9% | $79,464-61.0% | $56,287-44.9% |
| Participation rate | 89.5% | 68.7%+20.8pp | 73.3%+16.2pp | 69.9%+19.7pp |
| Annual return | -6.63% | 0.81%-7.4pp | 718.14%-724.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,572 | $2,140-26.6% | $2,800-43.9% | $2,111-25.6% |
| Participant deferral / active EE | $2,666 | $2,746-2.9% | $3,704-28.0% | $3,350-20.4% |
| Admin fee / account holder | $16 | $418-96.1% | $5,113-99.7% | $521-96.9% |