Filed May 29, 1996
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, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,000 |
DOPKINS & COMPANY, LLP1 year Filed as: DOPKINS & COMPANY Service code 10 · EIN 16-0929175 | Accounting | $11,300 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 49 · EIN 84-0467907 | Other Services | $5,359 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $134,720 | $69,305+94.4% | $82,313+63.7% | $69,631+93.5% |
| Participation rate | 96.4% | 80.3%+16.1pp | 76.9%+19.5pp | 70.7%+25.7pp |
| Annual return | 13.97% | 21.47%-7.5pp | 25.88%-11.9pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $3,229 | $1,887+71.2% | $2,428+33.0% | $2,032+58.9% |
| Participant deferral / active EE | $5,054 | $3,568+41.6% | $3,706+36.4% | $3,224+56.8% |
| Admin fee / account holder | $119 | $97+22.5% | $5,608-97.9% | $110+7.8% |