Filed April 7, 2003
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) | $22,340 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,858 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,776 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,252 | $84,936+102.8% | $111,297+54.8% | $79,386+117.0% |
| Participation rate | 93.3% | 75.9%+17.5pp | 77.3%+16.0pp | 70.7%+22.6pp |
| Annual return | 15.86% | 17.45%-1.6pp | 54.65%-38.8pp | 116.85%-101.0pp |
| Employer contribution / active EE | $2,519 | $1,979+27.3% | $2,731-7.8% | $2,427+3.8% |
| Participant deferral / active EE | $8,144 | $3,888+109.4% | $4,487+81.5% | $4,046+101.3% |
| Admin fee / account holder | $149 | $537-72.3% | $7,964-98.1% | $626-76.2% |