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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $110,367 |
Filed as: UBS FINANCIAL SERVIES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $62,376 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,008 | $45,000-22.2% | $143,757-75.6% | $77,904-55.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -17.81% | 29.03%-46.8pp | -0.04%-17.8pp | 12.21%-30.0pp |
| Employer contribution / active EE | $1,906 | $1,870+2.0% | $4,951-61.5% | $2,848-33.1% |
| Participant deferral / active EE | $4,574 | $3,157+44.9% | $5,637-18.8% | $4,806-4.8% |
| Admin fee / account holder | $142 | $98+44.2% | $14,673-99.0% | $133+7.1% |