Filed February 16, 2010
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 INC7+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $19,498 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,224 | $61,156-9.7% | $185,823-70.3% | $79,386-30.4% |
| Participation rate | 58.2% | 66.6%-8.4pp | 81.7%-23.5pp | 70.7%-12.5pp |
| Annual return | 14.86% | 19.45%-4.6pp | 122.05%-107.2pp | 116.85%-102.0pp |
| Employer contribution / active EE | $836 | $2,321-64.0% | $5,167-83.8% | $2,427-65.6% |
| Participant deferral / active EE | $2,517 | $2,789-9.7% | $5,568-54.8% | $4,046-37.8% |
| Admin fee / account holder | $169 | $710-76.2% | $16,237-99.0% | $626-73.0% |