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 INC7+ years Service code 55 · EIN 13-2638166 | Other Commissions | $52,395 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,914 | $84,936+23.5% | $111,297-5.7% | $79,386+32.2% |
| Participation rate | 95.0% | 75.9%+19.1pp | 77.3%+17.7pp | 70.7%+24.3pp |
| Annual return | 14.05% | 17.45%-3.4pp | 54.65%-40.6pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,393 | $1,979-29.6% | $2,731-49.0% | $2,427-42.6% |
| Participant deferral / active EE | $2,102 | $3,888-45.9% | $4,487-53.2% | $4,046-48.0% |
| Admin fee / account holder | $7 | $537-98.8% | $7,964-99.9% | $626-98.9% |