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 INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $58,286 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $31,875 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,524 | $65,435+24.6% | $86,677-5.9% | $66,914+21.8% |
| Participation rate | 95.0% | 75.5%+19.5pp | 76.6%+18.4pp | 69.8%+25.2pp |
| Annual return | -13.16% | -10.89%-2.3pp | 35.91%-49.1pp | 1.58%-14.7pp |
| Employer contribution / active EE | $2,650 | $2,153+23.1% | $2,836-6.6% | $2,544+4.1% |
| Participant deferral / active EE | $9,294 | $4,100+126.7% | $4,656+99.6% | $4,237+119.4% |
| Admin fee / account holder | $318 | $642-50.4% | $7,493-95.7% | $593-46.3% |