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 INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,808 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,771 |
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 | $175,904 | $89,274+97.0% | $149,718+17.5% | $77,958+125.6% |
| Participation rate | 89.2% | 87.6%+1.6pp | 87.1%+2.1pp | 71.6%+17.6pp |
| Annual return | 21.13% | 20.36%+0.8pp | 1501.63%-1480.5pp | 20.87%+0.3pp |
| Employer contribution / active EE | $5,104 | $3,727+37.0% | $5,445-6.3% | $2,310+120.9% |
| Participant deferral / active EE | $11,364 | $5,382+111.1% | $6,569+73.0% | $3,537+221.3% |
| Admin fee / account holder | $4 | $240-98.5% | $11,283-100.0% | $97-96.3% |