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 INC6 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $177,543 |
FISCHER DORWART, P.C.5 years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 11 TURNER LANE · WEST CHESTER, PA 19380 | Accounting | $19,800 |
BALLARD SPAHR LLP4 years Service code 29 1735 MARKET STREET 51ST FLOOR · PHILADELPHIA, PA 191037599 | Legal | $11,242 |
QDRO CONSULTANTS COMPANY, LLC7+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,225 | $104,317-19.3% | $159,436-47.2% | $86,799-3.0% |
| Participation rate | 83.6% | 77.7%+5.9pp | 82.8%+0.8pp | 72.3%+11.4pp |
| Annual return | 14.26% | 26.32%-12.1pp | 263.57%-249.3pp | 97.91%-83.6pp |
| Employer contribution / active EE | $46 | $3,451-98.7% | $4,829-99.0% | $2,405-98.1% |
| Participant deferral / active EE | $7,732 | $6,837+13.1% | $7,352+5.2% | $4,131+87.2% |
| Admin fee / account holder | $65 | $172-62.0% | $10,799-99.4% | $170-61.4% |