Filed February 10, 2005 (most recent of 2 filings on file)
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 6-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 |
|---|---|---|
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY SERVICES LTD CO Service code 27 · EIN 74-2798841 | Advisory (Plan) | $48,571 |
ACCUITY LLP1+ years Service code 10 · EIN 20-5325889 | Accounting | $20,838 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS INSTITUTIONAL CONSULTING Service code 27 · EIN 13-2638166 | Advisory (Plan) | $10,884 |
D'AMATO & MALONEY, LLP1+ years Filed as: D AMATO AND MALONEY LLP Service code 25 · EIN 26-3458324 | Directed Trustee | $5,230 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $5,201 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $50,876-100.0% | $253,870-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 15.7%-15.7pp |
| Annual return | -1.20% | -1.43%+0.2pp | -1.10%-0.1pp | -7.14%+5.9pp |
| Employer contribution / active EE | $0 | $13,548-100.0% | $27,248-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $233-100.0% | $105-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $702,575-100.0% | $1,191-100.0% |