Filed May 16, 2008 (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 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $114,234 |
Service code 37 · EIN 04-2647786 | Loan Processing | $99,420 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,729 | $80,211+30.6% | $74,183+41.2% | $63,975+63.7% |
| Participation rate | 95.1% | 84.2%+10.9pp | 76.6%+18.5pp | 71.1%+24.0pp |
| Annual return | 8.99% | 14.13%-5.1pp | 17.74%-8.7pp | 48.65%-39.7pp |
| Employer contribution / active EE | $2,115 | $2,553-17.2% | $2,370-10.8% | $2,182-3.1% |
| Participant deferral / active EE | $6,757 | $4,370+54.6% | $3,550+90.4% | $3,356+101.3% |
| Admin fee / account holder | $68 | $67+1.4% | $5,586-98.8% | $70-3.2% |