Filed December 12, 2007
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 INC8+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $27,573 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $600 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,362 | $72,607+24.5% | $90,749-0.4% | $66,914+35.0% |
| Participation rate | 71.4% | 73.7%-2.2pp | 75.7%-4.3pp | 69.8%+1.6pp |
| Annual return | -20.10% | -12.28%-7.8pp | -12.16%-7.9pp | 1.58%-21.7pp |
| Employer contribution / active EE | $1,779 | $2,369-24.9% | $2,921-39.1% | $2,544-30.1% |
| Participant deferral / active EE | $4,418 | $3,977+11.1% | $4,564-3.2% | $4,237+4.3% |
| Admin fee / account holder | $241 | $707-66.0% | $8,445-97.1% | $593-59.4% |