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 INC4+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 315 DEADERICK ST. 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $59,466 |
PENSERV PLAN SERVICES, INC.4+ years Filed as: PENSERVCO, INC. Service code 13 · EIN 59-3634521 600 BYPASS DRIVE · CLEARWATER, FL 33764 | Contract Administrator | $10,833 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,196 |
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 | $69,499 | $59,186+17.4% | $76,768-9.5% | $56,287+23.5% |
| Participation rate | 94.0% | 75.2%+18.8pp | 77.0%+17.1pp | 69.9%+24.2pp |
| Annual return | -6.65% | 6.62%-13.3pp | 2.43%-9.1pp | -9.96%+3.3pp |
| Employer contribution / active EE | $4,025 | $1,759+128.9% | $2,485+62.0% | $2,111+90.7% |
| Participant deferral / active EE | $10,454 | $3,255+221.2% | $3,852+171.4% | $3,350+212.1% |
| Admin fee / account holder | $4 | $489-99.2% | $6,675-99.9% | $521-99.3% |