Filed October 18, 2004
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $44,493 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $41,191 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,496 | $73,404+0.1% | $87,100-15.6% | $67,579+8.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 14.19% | 48.29%-34.1pp | 28.19%-14.0pp | 378.56%-364.4pp |
| Employer contribution / active EE | $1,512 | $2,014-24.9% | $2,521-40.0% | $2,148-29.6% |
| Participant deferral / active EE | $5,169 | $3,913+32.1% | $4,049+27.7% | $3,539+46.0% |
| Admin fee / account holder | $131 | $142-7.7% | $7,497-98.3% | $142-8.1% |