Filed September 28, 1992
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 INC1+ years Filed as: USB FINANCIAL SERVICES Service code 27 | Advisory (Plan) | $268,783 |
DECHERT LLP1+ years Service code 29 2929 ARCH ST CIRA CENTRE · PHILADELPHIA, PA 19104 | Legal | $65,460 |
MATRIX TRUST COMPANY1+ years Filed as: BROADRIDGE INVESTOR COMMUNICATION S Service code 99 51 MERCEDES WAY · EDGEWOOD, NY 11717 | Other Fees | $4,133 |
Filed as: GREAT-WEST LIFE ANNUITY INS., CO. Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,024 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS CO LLC Service code 70 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting Fees | $1,500 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 1000 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,547 | $79,558-51.5% | $115,037-66.5% | $67,505-42.9% |
| Participation rate | 59.6% | 74.3%-14.7pp | 81.4%-21.7pp | 71.2%-11.6pp |
| Annual return | 0.68% | 4.65%-4.0pp | 26.14%-25.5pp | 6.52%-5.8pp |
| Employer contribution / active EE | $407 | $2,529-83.9% | $4,608-91.2% | $2,173-81.3% |
| Participant deferral / active EE | $3,599 | $5,510-34.7% | $6,026-40.3% | $3,597+0.1% |
| Admin fee / account holder | $6 | $60-89.3% | $8,175-99.9% | $56-88.6% |