Filed May 25, 2006 (most recent of 2 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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $40,808 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,797 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,045 | $121,341-1.9% | $189,513-37.2% | $79,386+50.0% |
| Participation rate | 93.1% | 86.1%+7.0pp | 87.8%+5.3pp | 70.7%+22.4pp |
| Annual return | 16.73% | 21.08%-4.4pp | 555.15%-538.4pp | 116.85%-100.1pp |
| Employer contribution / active EE | $2,422 | $3,915-38.1% | $6,162-60.7% | $2,427-0.2% |
| Participant deferral / active EE | $4,446 | $6,395-30.5% | $8,221-45.9% | $4,046+9.9% |
| Admin fee / account holder | $356 | $651-45.4% | $12,045-97.0% | $626-43.2% |