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 |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $40,611 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,065 |
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 | $124,703 | $122,239+2.0% | $184,203-32.3% | $74,495+67.4% |
| Participation rate | 93.6% | 85.5%+8.2pp | 86.8%+6.8pp | 67.2%+26.4pp |
| Annual return | 14.38% | 19.95%-5.6pp | 28.81%-14.4pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,431 | $4,537-46.4% | $6,427-62.2% | $2,623-7.3% |
| Participant deferral / active EE | $4,219 | $7,139-40.9% | $9,131-53.8% | $4,346-2.9% |
| Admin fee / account holder | $365 | $1,260-71.0% | $13,901-97.4% | $1,942-81.2% |