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 INC5+ years Service code 55 · EIN 13-2638166 | Other Commissions | $44,809 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,100 |
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 | $84,853 | $65,376+29.8% | $87,100-2.6% | $65,185+30.2% |
| Participation rate | 97.4% | 75.3%+22.1pp | 76.9%+20.5pp | 70.2%+27.2pp |
| Annual return | 20.63% | 31.27%-10.6pp | 28.19%-7.6pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,795 | $1,822-1.5% | $2,521-28.8% | $2,177-17.5% |
| Participant deferral / active EE | $1,740 | $3,388-48.6% | $4,049-57.0% | $3,514-50.5% |
| Admin fee / account holder | $11 | $520-97.9% | $7,497-99.9% | $847-98.7% |