Filed January 9, 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 |
|---|---|---|
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $158,899 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $25,910 |
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 | Actuarial | $16,683 |
PAYLOCITY5 years Filed as: PAYLOCITY CORPORATION Service code 49 · EIN 36-4227403 | Other Services | $11,981 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $431,983-100.0% | $431,983-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 66.7%-66.7pp | 55.8%-55.8pp |
| Annual return | 9.65% | 9.67%0pp | 9.65%0pp | 24.42%-14.8pp |
| Employer contribution / active EE | $0 | $51,506-100.0% | $50,004-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $62-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $35,292-100.0% | $35,292-100.0% | $22,079-100.0% |