Filed December 30, 2003
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 15 · EIN 13-2638166 | Recordkeeping | $60,449 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,046 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $139,433 | $50,898+173.9% | $171,082-18.5% | $55,167+152.7% |
| Participation rate | 81.2% | 63.3%+18.0pp | 76.7%+4.5pp | 69.0%+12.2pp |
| Annual return | 34.93% | 15.34%+19.6pp | 32.56%+2.4pp | 169.23%-134.3pp |
| Employer contribution / active EE | $4,771 | $1,433+232.9% | $4,002+19.2% | $1,963+143.1% |
| Participant deferral / active EE | $8,213 | $2,994+174.3% | $4,797+71.2% | $3,054+168.9% |
| Admin fee / account holder | $219 | $500-56.2% | $8,520-97.4% | $504-56.6% |