Filed March 13, 2019 (most recent of 4 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 INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $120,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 13 · EIN 01-0233346 | Contract Administrator | $78,347 |
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 | $50,172 | $61,125-17.9% | $108,579-53.8% | $63,975-21.6% |
| Participation rate | 97.7% | 80.5%+17.2pp | 79.6%+18.1pp | 71.1%+26.6pp |
| Annual return | 7.10% | 14.06%-7.0pp | -51.70%+58.8pp | 48.65%-41.5pp |
| Employer contribution / active EE | $1,518 | $2,237-32.1% | $3,758-59.6% | $2,182-30.4% |
| Participant deferral / active EE | $4,634 | $3,574+29.7% | $4,311+7.5% | $3,356+38.1% |
| Admin fee / account holder | $51 | $72-29.3% | $7,645-99.3% | $70-27.8% |