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 27 · EIN 13-2631866 | Advisory (Plan) | $23,879 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $7,470 |
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 | $125,430 | $58,083+115.9% | $80,019+56.7% | $56,287+122.8% |
| Participation rate | 96.8% | 73.6%+23.2pp | 75.8%+20.9pp | 69.9%+26.9pp |
| Annual return | -4.29% | 34.61%-38.9pp | 11.22%-15.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $4,316 | $1,932+123.4% | $2,468+74.9% | $2,111+104.4% |
| Participant deferral / active EE | $5,946 | $3,135+89.7% | $3,686+61.3% | $3,350+77.5% |
| Admin fee / account holder | $135 | $623-78.4% | $6,521-97.9% | $521-74.2% |