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 Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $32,769 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$67,169 |
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 | $143,329 | $88,890+61.2% | $102,423+39.9% | $77,643+84.6% |
| Participation rate | 89.2% | 80.9%+8.2pp | 76.5%+12.7pp | 70.6%+18.6pp |
| Annual return | 20.78% | 24.98%-4.2pp | 29.32%-8.5pp | 31.24%-10.5pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,038 | $5,145+36.8% | $5,053+39.3% | $4,647+51.4% |
| Admin fee / account holder | -$81 | $235-134.5% | $9,451-100.9% | $430-118.9% |