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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 · EIN 13-2638166 | Other Fees | $70,618 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $259 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,963 | $100,801-39.5% | $149,696-59.3% | $73,409-17.0% |
| Participation rate | 75.1% | 77.7%-2.6pp | 82.5%-7.3pp | 72.2%+3.0pp |
| Annual return | 41.07% | 265.34%-224.3pp | 276.60%-235.5pp | 59.29%-18.2pp |
| Employer contribution / active EE | $1,288 | $3,312-61.1% | $4,644-72.3% | $2,234-42.3% |
| Participant deferral / active EE | $5,090 | $6,404-20.5% | $6,842-25.6% | $3,805+33.8% |
| Admin fee / account holder | $36 | $181-80.3% | $9,309-99.6% | $158-77.4% |