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 INC3+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $73,865 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $10,818 |
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 | $30,686 | $37,196-17.5% | $154,107-80.1% | $55,725-44.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -5.42% | 1319.68%-1325.1pp | 735.12%-740.5pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,698 | $1,614+5.2% | $5,298-68.0% | $2,078-18.3% |
| Participant deferral / active EE | $4,113 | $2,068+98.9% | $5,081-19.0% | $3,356+22.6% |
| Admin fee / account holder | $90 | $102-11.7% | $13,411-99.3% | $115-22.2% |