Filed March 17, 2016
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $52,419 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $7,113 |
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 | $42,964 | $63,259-32.1% | $178,490-75.9% | $93,223-53.9% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.9%+18.1pp | 74.9%+25.1pp |
| Annual return | 14.79% | 19.93%-5.1pp | 151.07%-136.3pp | 19.29%-4.5pp |
| Employer contribution / active EE | $1,107 | $1,865-40.6% | $5,011-77.9% | $2,680-58.7% |
| Participant deferral / active EE | $4,438 | $3,372+31.6% | $5,202-14.7% | $4,563-2.7% |
| Admin fee / account holder | $17 | $58-70.9% | $13,984-99.9% | $79-78.7% |