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 INC10+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $35,438 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,423 |
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 | $114,547 | $78,485+45.9% | $106,213+7.8% | $74,495+53.8% |
| Participation rate | 71.9% | 72.8%-0.9pp | 75.3%-3.4pp | 67.2%+4.7pp |
| Annual return | 16.71% | 15.95%+0.8pp | 116.14%-99.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $1,952 | $2,523-22.6% | $3,171-38.4% | $2,623-25.6% |
| Participant deferral / active EE | $4,603 | $4,322+6.5% | $5,016-8.2% | $4,346+5.9% |
| Admin fee / account holder | $297 | $2,232-86.7% | $11,033-97.3% | $1,942-84.7% |