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 INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 4001 CARMICHAEL ROAD · MONTGOMERY, AL 36106 | Advisory (Participants) | $24,912 |
PENSERV PLAN SERVICES, INC.9+ years Service code 15 · EIN 20-1916735 | Recordkeeping | $10,994 |
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 | $42,726 | $52,208-18.2% | $86,612-50.7% | $74,419-42.6% |
| Participation rate | 75.9% | 66.3%+9.5pp | 71.7%+4.2pp | 70.7%+5.1pp |
| Annual return | 17.92% | 44.46%-26.5pp | 591.07%-573.1pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,134 | $2,282-50.3% | $3,022-62.5% | $2,637-57.0% |
| Participant deferral / active EE | $2,702 | $3,383-20.1% | $4,438-39.1% | $4,528-40.3% |
| Admin fee / account holder | $105 | $319-67.0% | $5,614-98.1% | $348-69.7% |