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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $21,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,367 |
Employer contribution per participant 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 | $112,309 | $99,078+13.4% | $96,544+16.3% | $74,419+50.9% |
| Participation rate | 90.8% | 80.7%+10.2pp | 76.0%+14.9pp | 70.7%+20.1pp |
| Annual return | 25.00% | 22.48%+2.5pp | 25.84%-0.8pp | 34.38%-9.4pp |
| Employer contribution / active EE | $8 | $2,570-99.7% | $2,965-99.7% | $2,637-99.7% |
| Participant deferral / active EE | $6,121 | $4,933+24.1% | $4,851+26.2% | $4,528+35.2% |
| Admin fee / account holder | -$36 | $225-115.8% | $8,252-100.4% | $348-110.2% |