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 | $48,669+145.9% | $93,654+27.8% | $199,768-40.1% |
| Participation rate | 96.0% | 63.7%+32.3pp | 68.7%+27.3pp | 72.0%+24.0pp |
| Annual return | 17.63% | 15.38%+2.2pp | 133.34%-115.7pp | 34.26%-16.6pp |
| Employer contribution / active EE | $4,165 | $1,137+266.3% | $2,421+72.1% | $3,037+37.2% |
| Participant deferral / active EE | $4,048 | $2,823+43.4% | $4,413-8.3% | $5,090-20.5% |
| Admin fee / account holder | $161 | $195-17.7% | $8,282-98.1% | $269-40.3% |