Filed July 26, 2006
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 8-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 |
|---|---|---|
ABD RETIREMENT SERVICES INC1+ years Filed as: ABD INSURANCE AND FINANCIAL SERVICE Service code 55 3 WATERS PARK DR STE 100 · SAN MATEO, CA 94403 | Other Commissions | $27,385 |
UBS FINANCIAL SERVICES INC1+ years Service code 99 · EIN 13-2638166 | Other Fees | $18,653 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,471 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,712 | $75,388-23.4% | $123,544-53.3% | $55,725+3.6% |
| Participation rate | 87.5% | 75.7%+11.8pp | 82.3%+5.2pp | 70.9%+16.6pp |
| Annual return | -3.89% | 4.48%-8.4pp | 119.20%-123.1pp | 244.93%-248.8pp |
| Employer contribution / active EE | $1,918 | $3,063-37.4% | $4,628-58.6% | $2,078-7.7% |
| Participant deferral / active EE | $7,937 | $5,651+40.5% | $6,426+23.5% | $3,356+136.5% |
| Admin fee / account holder | $24 | $120-80.0% | $9,284-99.7% | $115-79.2% |