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 INC8+ years Service code 55 · EIN 13-2638166 | Other Commissions | $51,208 |
Service code 37 · EIN 04-2647786 | Loan Processing | $625 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,522 | $65,435+42.9% | $86,677+7.9% | $66,914+39.8% |
| Participation rate | 90.9% | 75.5%+15.5pp | 76.6%+14.3pp | 69.8%+21.1pp |
| Annual return | -15.80% | -10.89%-4.9pp | 35.91%-51.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,293 | $2,153-40.0% | $2,836-54.4% | $2,544-49.2% |
| Participant deferral / active EE | $2,202 | $4,100-46.3% | $4,656-52.7% | $4,237-48.0% |
| Admin fee / account holder | $4 | $642-99.4% | $7,493-100.0% | $593-99.4% |