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. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $88,992 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $13,252 |
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 | $45,379 | $56,485-19.7% | $185,823-75.6% | $86,799-47.7% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 14.42% | 118.04%-103.6pp | 122.05%-107.6pp | 97.91%-83.5pp |
| Employer contribution / active EE | $1,969 | $1,843+6.9% | $5,167-61.9% | $2,405-18.1% |
| Participant deferral / active EE | $4,727 | $2,553+85.1% | $5,568-15.1% | $4,131+14.4% |
| Admin fee / account holder | $93 | $150-38.0% | $16,237-99.4% | $170-45.3% |