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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SVCS INS AGCY Service code 53 · EIN 51-0120742 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $36,444 | $80,753-54.9% | $136,294-73.3% | $62,292-41.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.70% | 35.83%-21.1pp | 5155.94%-5141.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $3,156 | $2,884+9.4% | $4,695-32.8% | $2,042+54.5% |
| Participant deferral / active EE | $4,611 | $5,164-10.7% | $6,247-26.2% | $3,169+45.5% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |