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 | $85,526 |
UBS FINANCIAL SERVICES INC7 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $33,878 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $62,775 | $76,670-18.1% | $96,683-35.1% | $71,457-12.2% |
| Participation rate | 98.0% | 66.6%+31.4pp | 74.3%+23.6pp | 67.9%+30.0pp |
| Annual return | 14.45% | 48.29%-33.8pp | 35.69%-21.2pp | 28.85%-14.4pp |
| Employer contribution / active EE | $1,506 | $3,031-50.3% | $3,737-59.7% | $2,588-41.8% |
| Participant deferral / active EE | $4,943 | $3,771+31.1% | $4,878+1.3% | $4,289+15.3% |
| Admin fee / account holder | $325 | $2,028-84.0% | $6,730-95.2% | $1,587-79.5% |