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 Service code 55 · EIN 13-2638166 | Other Commissions | $46,761 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,994 | $59,186+26.7% | $76,768-2.3% | $56,287+33.2% |
| Participation rate | 95.0% | 75.2%+19.7pp | 77.0%+18.0pp | 69.9%+25.1pp |
| Annual return | -6.01% | 6.62%-12.6pp | 2.43%-8.4pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,195 | $1,759-32.0% | $2,485-51.9% | $2,111-43.4% |
| Participant deferral / active EE | $1,610 | $3,255-50.5% | $3,852-58.2% | $3,350-51.9% |
| Admin fee / account holder | $7 | $489-98.6% | $6,675-99.9% | $521-98.7% |