Filed June 8, 2009 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $185,611 |
UBS FINANCIAL SERVICES INC3 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $50,000 |
CAROL ZMUDA PA3 years Service code 10 12312 MONTALCINO CIR · WINDERMERE, FL 34786 | Accounting | $25,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,302 | $36,939-39.6% | $80,716-72.4% | $93,030-76.0% |
| Participation rate | 86.3% | 32.6%+53.7pp | 54.2%+32.1pp | 73.9%+12.4pp |
| Annual return | 9.22% | 17.55%-8.3pp | 87.28%-78.1pp | 158.70%-149.5pp |
| Employer contribution / active EE | $238 | $455-47.7% | $1,160-79.5% | $2,706-91.2% |
| Participant deferral / active EE | $1,280 | $1,044+22.6% | $2,146-40.3% | $4,562-71.9% |
| Admin fee / account holder | $83 | $162-48.7% | $3,380-97.5% | $152-45.3% |