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 INC3 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $68,451 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $18,000 |
STOEL RIVES LLP3 years Filed as: STOEL RIVES Service code 29 · EIN 93-0408771 | Legal | $14,215 |
Filed as: SIGMA INVESTMENT MAN Service code 16 · EIN 93-1092508 | Consulting | $8,022 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $212,257 | $45,382+367.7% | $154,107+37.7% | $75,289+181.9% |
| Participation rate | 94.6% | 65.9%+28.7pp | 83.0%+11.5pp | 72.4%+22.1pp |
| Annual return | -4.84% | -0.47%-4.4pp | 735.12%-740.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $2,960 | $1,533+93.1% | $5,298-44.1% | $2,405+23.1% |
| Participant deferral / active EE | $15,222 | $2,384+538.5% | $5,081+199.6% | $3,739+307.1% |
| Admin fee / account holder | -$111 | $89-223.9% | $13,411-100.8% | $102-208.2% |