Filed November 29, 2005
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: UBS FINANCIAL SERVICES Service code 99 | Other Fees | $16,686 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 | Recordkeeping Fees | $17 |
Service code 99 · EIN 13-2638166 | Other Fees | $0 |
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 | $73,735 | $49,915+47.7% | $154,803-52.4% | $74,304-0.8% |
| Participation rate | 89.8% | 54.0%+35.9pp | 78.1%+11.8pp | 60.3%+29.5pp |
| Annual return | 11.51% | 34.06%-22.5pp | 58.88%-47.4pp | 29.43%-17.9pp |
| Employer contribution / active EE | $2,354 | $1,611+46.1% | $4,305-45.3% | $2,241+5.0% |
| Participant deferral / active EE | $2,664 | $2,255+18.2% | $5,540-51.9% | $3,767-29.3% |
| Admin fee / account holder | $0 | $2,189-100.0% | $14,329-100.0% | $2,969-100.0% |