Filed December 23, 1998 (most recent of 2 filings on file)
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 INC5 years Filed as: UBS Service code 16 · EIN 13-2638166 | Consulting | $183,040 |
Service code 37 · EIN 04-2647786 | Loan Processing | $128,430 |
PEASE & ASSOCIATES, LLC4 years Filed as: PEASE, CPAS Service code 10 · EIN 36-4267431 | Accounting | $24,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,658 | $48,698+145.7% | $93,606+27.8% | $199,593-40.0% |
| Participation rate | 96.0% | 63.5%+32.5pp | 68.7%+27.3pp | 72.0%+24.0pp |
| Annual return | 17.63% | 15.34%+2.3pp | 133.20%-115.6pp | 34.25%-16.6pp |
| Employer contribution / active EE | $4,165 | $1,135+267.0% | $2,420+72.1% | $3,034+37.3% |
| Participant deferral / active EE | $4,048 | $2,817+43.7% | $4,411-8.2% | $5,087-20.4% |
| Admin fee / account holder | $161 | $195-17.7% | $8,285-98.1% | $269-40.3% |