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 INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 4001 CARMICHAEL ROAD · MONTGOMERY, AL 36106 | Advisory (Participants) | $21,197 |
PENSERV PLAN SERVICES, INC.10+ years Service code 15 · EIN 20-1916735 | Recordkeeping | $10,391 |
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 | $45,158 | $65,908-31.5% | $81,812-44.8% | $77,643-41.8% |
| Participation rate | 74.8% | 65.8%+9.0pp | 72.3%+2.4pp | 70.6%+4.2pp |
| Annual return | 12.62% | 26.64%-14.0pp | 773.79%-761.2pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,229 | $2,370-48.2% | $2,912-57.8% | $2,726-54.9% |
| Participant deferral / active EE | $2,801 | $3,505-20.1% | $4,319-35.1% | $4,647-39.7% |
| Admin fee / account holder | $92 | $526-82.5% | $7,386-98.8% | $430-78.6% |