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 | $48,788 |
UBS FINANCIAL SERVICES INC6 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 | $172,692 | $79,171+118.1% | $102,423+68.6% | $74,495+131.8% |
| Participation rate | 82.7% | 74.8%+7.9pp | 76.5%+6.2pp | 67.2%+15.5pp |
| Annual return | 13.13% | 54.93%-41.8pp | 29.32%-16.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,963 | $2,362+25.4% | $3,023-2.0% | $2,623+13.0% |
| Participant deferral / active EE | $6,353 | $4,415+43.9% | $5,053+25.7% | $4,346+46.2% |
| Admin fee / account holder | $403 | $2,001-79.8% | $9,451-95.7% | $1,942-79.2% |