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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2631866 | Advisory (Plan) | $30,986 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $5,700 |
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 | $142,685 | $66,310+115.2% | $93,606+52.4% | $65,185+118.9% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 21.34% | 42.58%-21.2pp | 32.76%-11.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $4,856 | $2,012+141.3% | $2,718+78.7% | $2,177+123.1% |
| Participant deferral / active EE | $7,127 | $3,342+113.3% | $4,069+75.2% | $3,514+102.8% |
| Admin fee / account holder | $163 | $6,897-97.6% | $7,888-97.9% | $847-80.7% |