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 | $47,020 |
UBS FINANCIAL SERVICES INC5 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 | $153,419 | $76,050+101.7% | $96,544+58.9% | $71,457+114.7% |
| Participation rate | 85.6% | 74.4%+11.2pp | 76.0%+9.6pp | 67.9%+17.7pp |
| Annual return | 15.63% | 22.81%-7.2pp | 25.84%-10.2pp | 28.85%-13.2pp |
| Employer contribution / active EE | $3,230 | $2,244+43.9% | $2,965+8.9% | $2,588+24.8% |
| Participant deferral / active EE | $6,687 | $4,215+58.6% | $4,851+37.9% | $4,289+55.9% |
| Admin fee / account holder | $385 | $2,707-85.8% | $8,252-95.3% | $1,587-75.8% |