Filed October 18, 2004 (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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,000 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $20,404 |
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 | $166,814 | $74,024+125.4% | $77,999+113.9% | $57,658+189.3% |
| Participation rate | 85.1% | 79.7%+5.4pp | 75.5%+9.6pp | 70.2%+14.9pp |
| Annual return | 8.38% | 12.14%-3.8pp | 425.96%-417.6pp | 5.13%+3.3pp |
| Employer contribution / active EE | $2,331 | $2,365-1.5% | $2,470-5.6% | $1,974+18.1% |
| Participant deferral / active EE | $6,814 | $3,533+92.9% | $3,497+94.9% | $3,061+122.6% |
| Admin fee / account holder | $0 | $93-100.0% | $5,480-100.0% | $95-100.0% |