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 INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $45,357 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,875 |
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 | $133,910 | $132,049+1.4% | $200,582-33.2% | $74,304+80.2% |
| Participation rate | 93.2% | 84.1%+9.2pp | 86.9%+6.3pp | 60.3%+32.9pp |
| Annual return | 14.60% | 22.22%-7.6pp | 42.33%-27.7pp | 29.43%-14.8pp |
| Employer contribution / active EE | $2,490 | $4,558-45.4% | $6,419-61.2% | $2,241+11.1% |
| Participant deferral / active EE | $4,243 | $7,213-41.2% | $9,331-54.5% | $3,767+12.6% |
| Admin fee / account holder | $386 | $2,405-84.0% | $16,305-97.6% | $2,969-87.0% |