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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $71,084 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $10,884 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME 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 | $40,160 | $52,293-23.2% | $178,490-77.5% | $73,409-45.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 12.13% | 34.75%-22.6pp | 151.07%-138.9pp | 59.29%-47.2pp |
| Employer contribution / active EE | $1,817 | $1,735+4.7% | $5,011-63.7% | $2,234-18.6% |
| Participant deferral / active EE | $4,382 | $2,332+87.9% | $5,202-15.8% | $3,805+15.1% |
| Admin fee / account holder | $77 | $127-39.2% | $13,984-99.4% | $158-51.0% |