Filed September 1, 2009 (most recent of 3 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 INC7 years Service code 26 · EIN 13-2638166 | Advisory (Participants) | $26,560 |
Filed as: JOHN HANCOCK INSURANCE COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $86 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,945 | $52,450+44.8% | $129,295-41.3% | $74,546+1.9% |
| Participation rate | 97.7% | 53.8%+43.9pp | 69.6%+28.1pp | 67.2%+30.5pp |
| Annual return | 12.37% | 15.65%-3.3pp | 9429.28%-9416.9pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $2,342 | $1,532+52.8% | $4,157-43.7% | $2,624-10.8% |
| Participant deferral / active EE | $3,715 | $2,797+32.8% | $4,169-10.9% | $4,347-14.5% |
| Admin fee / account holder | $179 | $2,636-93.2% | $7,665-97.7% | $1,944-90.8% |