Filed October 24, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,808 |
UBS FINANCIAL SERVICES INC2 years Service code 49 · EIN 51-0120742 | Other Services | $17,212 |
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 | $45,169 | $55,449-18.5% | $83,848-46.1% | $56,287-19.8% |
| Participation rate | 94.5% | 68.0%+26.5pp | 76.1%+18.4pp | 69.9%+24.7pp |
| Annual return | -5.70% | -1.38%-4.3pp | 850.88%-856.6pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,737 | $2,430-28.5% | $3,631-52.2% | $2,111-17.7% |
| Participant deferral / active EE | $2,984 | $2,935+1.6% | $4,082-26.9% | $3,350-10.9% |
| Admin fee / account holder | $291 | $656-55.7% | $5,478-94.7% | $521-44.2% |