Filed April 21, 2011
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 INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 4001 CARMICHAEL ROAD · MONTGOMERY, AL 36106 | Advisory (Participants) | $26,221 |
PENSERV PLAN SERVICES, INC.8+ years Service code 15 · EIN 20-1916735 | Recordkeeping | $7,725 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,660 | $47,722-29.5% | $82,719-59.3% | $64,808-48.1% |
| Participation rate | 80.1% | 67.6%+12.5pp | 72.6%+7.6pp | 71.5%+8.7pp |
| Annual return | -13.97% | -13.05%-0.9pp | 701.18%-715.1pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,211 | $2,179-44.4% | $3,009-59.8% | $2,506-51.7% |
| Participant deferral / active EE | $2,701 | $3,329-18.9% | $4,395-38.6% | $4,310-37.3% |
| Admin fee / account holder | $92 | $143-35.3% | $5,329-98.3% | $188-50.7% |