Filed August 5, 2006 (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 37 · EIN 04-2647786 | Loan Processing | $163,323 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $139,146 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $42,117 |
Filed as: UBS FINANCIAL SERICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $37,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $146,941 | $53,932+172.5% | $134,143+9.5% | $90,288+62.7% |
| Participation rate | 53.1% | 60.4%-7.2pp | 72.2%-19.1pp | 73.4%-20.2pp |
| Annual return | 14.62% | 23.16%-8.5pp | 36.33%-21.7pp | 53.97%-39.3pp |
| Employer contribution / active EE | $1,323 | $1,611-17.9% | $3,704-64.3% | $2,524-47.6% |
| Participant deferral / active EE | $6,244 | $2,432+156.7% | $3,499+78.5% | $4,232+47.5% |
| Admin fee / account holder | $98 | $104-5.5% | $6,684-98.5% | $114-14.2% |