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 | $89,091 |
UBS FINANCIAL SERVICES INC6 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $35,963 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,198 | $64,119-7.7% | $112,228-47.3% | $66,914-11.5% |
| Participation rate | 97.9% | 68.5%+29.4pp | 75.1%+22.8pp | 69.8%+28.1pp |
| Annual return | -14.68% | -13.81%-0.9pp | 27.45%-42.1pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,139 | $3,005-62.1% | $3,635-68.7% | $2,544-55.2% |
| Participant deferral / active EE | $4,693 | $3,693+27.1% | $4,728-0.7% | $4,237+10.8% |
| Admin fee / account holder | $352 | $625-43.6% | $6,410-94.5% | $593-40.6% |