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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $160,486 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $140,908 |
DELOITTE & TOUCHE LLP9+ years Service code 10 · EIN 13-3891517 | Accounting | $42,745 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $31,952 |
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 | $126,475 | $62,544+102.2% | $129,207-2.1% | $199,593-36.6% |
| Participation rate | 94.3% | 56.8%+37.5pp | 69.6%+24.6pp | 72.0%+22.3pp |
| Annual return | 15.48% | 16.95%-1.5pp | 9417.33%-9401.8pp | 34.25%-18.8pp |
| Employer contribution / active EE | $3,432 | $2,394+43.3% | $4,153-17.4% | $3,034+13.1% |
| Participant deferral / active EE | $9,252 | $3,123+196.2% | $4,168+122.0% | $5,087+81.9% |
| Admin fee / account holder | $96 | $167-42.4% | $7,715-98.8% | $269-64.2% |