Filed September 22, 1992
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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 23 · EIN 13-2631866 | Insurance services | $26,193 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,425 |
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 | $138,101 | $63,299+118.2% | $91,001+51.8% | $62,292+121.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.87% | 20.99%-6.1pp | 4.60%+10.3pp | 28.90%-14.0pp |
| Employer contribution / active EE | $5,207 | $1,807+188.2% | $2,456+112.0% | $2,042+155.0% |
| Participant deferral / active EE | $6,705 | $2,943+127.9% | $3,547+89.0% | $3,169+111.6% |
| Admin fee / account holder | $141 | $468-69.8% | $5,417-97.4% | $479-70.5% |