Filed September 20, 2013 (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 INC2+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $62,306 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,097 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,769 | $46,173-26.9% | $170,442-80.2% | $69,631-51.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 14.25% | 21.62%-7.4pp | 205.93%-191.7pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $1,669 | $1,610+3.7% | $5,433-69.3% | $2,032-17.9% |
| Participant deferral / active EE | $3,953 | $2,080+90.0% | $4,939-20.0% | $3,224+22.6% |
| Admin fee / account holder | $82 | $116-28.9% | $13,880-99.4% | $110-25.4% |