Filed April 14, 1998
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 INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,285 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $20,447 |
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 | $66,262 | $71,192-6.9% | $117,854-43.8% | $62,292+6.4% |
| Participation rate | 85.1% | 74.2%+10.8pp | 79.7%+5.4pp | 69.5%+15.6pp |
| Annual return | 19.76% | 18.66%+1.1pp | 335.08%-315.3pp | 28.90%-9.1pp |
| Employer contribution / active EE | $581 | $1,934-70.0% | $3,786-84.7% | $2,042-71.6% |
| Participant deferral / active EE | $3,931 | $3,189+23.3% | $4,482-12.3% | $3,169+24.0% |
| Admin fee / account holder | $238 | $587-59.5% | $8,020-97.0% | $479-50.4% |