Filed October 18, 2004
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 42-0127290 | Contract Administrator | $55,427 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $20,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,543 | $84,936+90.2% | $111,297+45.1% | $79,386+103.5% |
| Participation rate | 85.2% | 75.9%+9.3pp | 77.3%+7.9pp | 70.7%+14.5pp |
| Annual return | 13.34% | 17.45%-4.1pp | 54.65%-41.3pp | 116.85%-103.5pp |
| Employer contribution / active EE | $2,895 | $1,979+46.3% | $2,731+6.0% | $2,427+19.3% |
| Participant deferral / active EE | $6,058 | $3,888+55.8% | $4,487+35.0% | $4,046+49.8% |
| Admin fee / account holder | $440 | $537-18.1% | $7,964-94.5% | $626-29.8% |