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 INC7+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,370 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,166 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY US, LLC Service code 10 · EIN 39-0859910 | Accounting | $10,500 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $5,334 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,939 | $106,028-25.5% | $146,958-46.3% | $77,643+1.7% |
| Participation rate | 92.9% | 78.4%+14.5pp | 82.2%+10.7pp | 70.6%+22.3pp |
| Annual return | 14.24% | 56.73%-42.5pp | 418.34%-404.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,648 | $4,063-59.4% | $4,933-66.6% | $2,726-39.5% |
| Participant deferral / active EE | $6,116 | $7,990-23.5% | $8,070-24.2% | $4,647+31.6% |
| Admin fee / account holder | $73 | $337-78.3% | $12,998-99.4% | $430-82.9% |