Filed September 30, 1993
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 Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,227 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,342 | $72,254+34.7% | $86,677+12.3% | $64,808+50.2% |
| Participation rate | 89.2% | 80.4%+8.8pp | 76.6%+12.6pp | 71.5%+17.7pp |
| Annual return | -19.68% | 392.42%-412.1pp | 35.91%-55.6pp | 32.82%-52.5pp |
| Employer contribution / active EE | $1,601 | $2,393-33.1% | $2,836-43.6% | $2,506-36.1% |
| Participant deferral / active EE | $5,943 | $4,658+27.6% | $4,656+27.7% | $4,310+37.9% |
| Admin fee / account holder | $214 | $174+23.3% | $7,493-97.1% | $188+14.2% |