Filed December 30, 1992
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 INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST. 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $56,469 |
PENSERV PLAN SERVICES, INC.1+ years Filed as: PENSERVCO, INC. Service code 13 · EIN 59-3634521 600 BYPASS DRIVE · CLEARWATER, FL 33764 | Contract Administrator | $11,200 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,836 |
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 | $61,578 | $54,320+13.4% | $67,652-9.0% | $52,331+17.7% |
| Participation rate | 83.5% | 73.6%+9.9pp | 75.7%+7.9pp | 68.1%+15.4pp |
| Annual return | -0.93% | 6.81%-7.7pp | 6625.04%-6626.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,751 | $1,544+13.4% | $2,266-22.7% | $1,882-6.9% |
| Participant deferral / active EE | $6,353 | $2,950+115.4% | $3,560+78.5% | $3,022+110.2% |
| Admin fee / account holder | $70 | $527-86.7% | $4,821-98.5% | $592-88.2% |