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 INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $4,698 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 13 · EIN 01-0233346 | Contract Administrator | $2,735 |
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 | $52,969 | $78,705-32.7% | $117,854-55.1% | $70,131-24.5% |
| Participation rate | 98.3% | 73.2%+25.1pp | 79.7%+18.6pp | 69.5%+28.8pp |
| Annual return | 17.40% | 23.30%-5.9pp | 335.08%-317.7pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,425 | $2,223-35.9% | $3,786-62.4% | $2,342-39.2% |
| Participant deferral / active EE | $3,200 | $3,297-2.9% | $4,482-28.6% | $3,332-3.9% |
| Admin fee / account holder | $83 | $5,065-98.4% | $8,020-99.0% | $4,645-98.2% |