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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $169,820 |
Service code 37 · EIN 04-2647786 | Loan Processing | $77,631 |
DELOITTE & TOUCHE LLP6+ years Service code 10 · EIN 13-3891517 | Accounting | $42,955 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $29,241 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,461 | $62,943+83.4% | $142,863-19.2% | $93,030+24.1% |
| Participation rate | 90.0% | 63.3%+26.6pp | 71.9%+18.0pp | 73.9%+16.1pp |
| Annual return | 16.45% | 16.28%+0.2pp | 5637.54%-5621.1pp | 158.70%-142.3pp |
| Employer contribution / active EE | $2,027 | $1,374+47.6% | $4,144-51.1% | $2,706-25.1% |
| Participant deferral / active EE | $6,278 | $2,841+121.0% | $3,837+63.6% | $4,562+37.6% |
| Admin fee / account holder | $70 | $103-31.8% | $6,560-98.9% | $152-53.8% |