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 INC6+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,412 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $26,640 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,665 | $73,638+19.0% | $95,952-8.6% | $73,488+19.3% |
| Participation rate | 94.2% | 76.2%+18.0pp | 77.1%+17.1pp | 70.7%+23.5pp |
| Annual return | 11.37% | 16.78%-5.4pp | 91.61%-80.2pp | 28.51%-17.1pp |
| Employer contribution / active EE | $3,023 | $1,863+62.2% | $2,541+19.0% | $2,270+33.1% |
| Participant deferral / active EE | $8,014 | $3,617+121.6% | $4,167+92.3% | $3,740+114.3% |
| Admin fee / account holder | $280 | $482-41.9% | $6,795-95.9% | $513-45.4% |