Filed October 18, 2004
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 INC2 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $59,277 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $16,900 |
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 | $229,259 | $44,989+409.6% | $170,442+34.5% | $77,958+194.1% |
| Participation rate | 95.3% | 64.6%+30.7pp | 83.6%+11.7pp | 71.6%+23.6pp |
| Annual return | 18.42% | 19.61%-1.2pp | 205.93%-187.5pp | 20.87%-2.4pp |
| Employer contribution / active EE | $3,007 | $1,466+105.1% | $5,433-44.7% | $2,310+30.1% |
| Participant deferral / active EE | $14,093 | $2,208+538.4% | $4,939+185.3% | $3,537+298.5% |
| Admin fee / account holder | -$101 | $69-247.1% | $13,880-100.7% | $97-204.2% |