Filed February 13, 1997 (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 7-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 INC1+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $53,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,700 |
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 | $34,599 | $75,388-54.1% | $123,544-72.0% | $55,725-37.9% |
| Participation rate | 89.7% | 75.7%+14.0pp | 82.3%+7.4pp | 70.9%+18.9pp |
| Annual return | -1.89% | 4.48%-6.4pp | 119.20%-121.1pp | 244.93%-246.8pp |
| Employer contribution / active EE | $1,286 | $3,063-58.0% | $4,628-72.2% | $2,078-38.1% |
| Participant deferral / active EE | $4,197 | $5,651-25.7% | $6,426-34.7% | $3,356+25.1% |
| Admin fee / account holder | $64 | $120-46.6% | $9,284-99.3% | $115-44.5% |