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 |
|---|---|---|
Filed as: WHITE HORSE ADVISORS, LLC Service code 15 · EIN 11-3695054 | Recordkeeping | $27,416 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $21,581 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,695 |
ADP BROKER-DEALER3+ 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 | $158,255 | $52,639+200.6% | $185,117-14.5% | $62,292+154.1% |
| Participation rate | 85.0% | 63.9%+21.1pp | 77.3%+7.7pp | 69.5%+15.5pp |
| Annual return | 16.83% | 19.57%-2.7pp | 40.50%-23.7pp | 28.90%-12.1pp |
| Employer contribution / active EE | $5,369 | $1,483+262.1% | $4,182+28.4% | $2,042+162.9% |
| Participant deferral / active EE | $8,514 | $3,097+174.9% | $5,045+68.8% | $3,169+168.6% |
| Admin fee / account holder | $175 | $374-53.0% | $8,159-97.8% | $479-63.4% |