Filed February 10, 2005
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 8-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 | $48,301 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $34,332 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,552 | $43,233+114.1% | $185,117-50.0% | $77,958+18.7% |
| Participation rate | 85.0% | 64.2%+20.8pp | 77.3%+7.8pp | 71.6%+13.4pp |
| Annual return | 0.00% | 20.43%-20.4pp | 40.50%-40.5pp | 20.87%-20.9pp |
| Employer contribution / active EE | $1,792 | $1,312+36.6% | $4,182-57.1% | $2,310-22.4% |
| Participant deferral / active EE | $1,433 | $2,912-50.8% | $5,045-71.6% | $3,537-59.5% |
| Admin fee / account holder | $11 | $95-88.6% | $8,159-99.9% | $97-88.9% |