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 INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,733 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 4807 INNOVATE LN · MADISON, WI 53707 | Accounting | $19,163 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,686 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,524 | $95,274-30.2% | $135,903-51.1% | $74,419-10.6% |
| Participation rate | 92.8% | 78.2%+14.6pp | 81.9%+10.9pp | 70.7%+22.1pp |
| Annual return | 18.73% | 32.77%-14.0pp | 68.23%-49.5pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,513 | $3,874-60.9% | $4,856-68.8% | $2,637-42.6% |
| Participant deferral / active EE | $5,774 | $7,782-25.8% | $7,758-25.6% | $4,528+27.5% |
| Admin fee / account holder | $67 | $266-74.7% | $10,762-99.4% | $348-80.7% |