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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $31,913 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $19,049 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,622 | $65,376+15.7% | $87,100-13.2% | $65,185+16.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 16.94% | 31.27%-14.3pp | 28.19%-11.3pp | 29.38%-12.4pp |
| Employer contribution / active EE | $2,890 | $1,822+58.6% | $2,521+14.6% | $2,177+32.8% |
| Participant deferral / active EE | $8,634 | $3,388+154.8% | $4,049+113.3% | $3,514+145.7% |
| Admin fee / account holder | $180 | $520-65.5% | $7,497-97.6% | $847-78.8% |