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 INC4+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $68,762 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $12,275 |
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 | $36,354 | $62,928-42.2% | $172,739-79.0% | $67,579-46.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 19.98% | 30.36%-10.4pp | 802.84%-782.9pp | 378.56%-358.6pp |
| Employer contribution / active EE | $1,767 | $1,636+8.0% | $5,143-65.6% | $2,148-17.7% |
| Participant deferral / active EE | $4,211 | $2,145+96.3% | $5,198-19.0% | $3,539+19.0% |
| Admin fee / account holder | $81 | $167-51.2% | $13,954-99.4% | $142-42.9% |