Filed January 31, 2005 (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 INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,000 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $31,496 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,826 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,738 |
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 | $144,700 | $80,354+80.1% | $133,980+8.0% | $63,975+126.2% |
| Participation rate | 88.1% | 87.5%+0.6pp | 87.1%+1.0pp | 71.1%+17.0pp |
| Annual return | 8.28% | 13.11%-4.8pp | 29.30%-21.0pp | 48.65%-40.4pp |
| Employer contribution / active EE | $4,655 | $3,503+32.9% | $5,211-10.7% | $2,182+113.4% |
| Participant deferral / active EE | $10,510 | $5,239+100.6% | $6,282+67.3% | $3,356+213.1% |
| Admin fee / account holder | $4 | $69-94.5% | $9,324-100.0% | $70-94.6% |