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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $191,967 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $141,871 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 925 4TH AVE · SEATTLE, WA 98104 | 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 | $120,304 | $88,730+35.6% | $82,313+46.2% | $77,958+54.3% |
| Participation rate | 95.5% | 84.5%+11.0pp | 76.9%+18.6pp | 71.6%+23.9pp |
| Annual return | 17.36% | 20.88%-3.5pp | 25.88%-8.5pp | 20.87%-3.5pp |
| Employer contribution / active EE | $3,114 | $2,758+12.9% | $2,428+28.2% | $2,310+34.8% |
| Participant deferral / active EE | $7,066 | $4,634+52.5% | $3,706+90.7% | $3,537+99.8% |
| Admin fee / account holder | $106 | $74+43.6% | $5,608-98.1% | $97+9.1% |