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 INC2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,391 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,950 |
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 | $40,952 | $88,122-53.5% | $141,162-71.0% | $67,579-39.4% |
| Participation rate | 88.0% | 76.5%+11.5pp | 82.5%+5.5pp | 71.3%+16.7pp |
| Annual return | 22.26% | 75.40%-53.1pp | 71.39%-49.1pp | 378.56%-356.3pp |
| Employer contribution / active EE | $1,275 | $3,224-60.5% | $4,735-73.1% | $2,148-40.6% |
| Participant deferral / active EE | $4,327 | $5,958-27.4% | $6,709-35.5% | $3,539+22.3% |
| Admin fee / account holder | $51 | $131-60.9% | $10,261-99.5% | $142-64.0% |