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 INC9+ years Service code 55 · EIN 13-2638166 | Other Commissions | $48,766 |
Service code 37 · EIN 04-2647786 | Loan Processing | $450 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,920 | $76,050+47.2% | $96,544+15.9% | $71,457+56.6% |
| Participation rate | 89.4% | 74.4%+15.0pp | 76.0%+13.5pp | 67.9%+21.5pp |
| Annual return | 15.53% | 22.81%-7.3pp | 25.84%-10.3pp | 28.85%-13.3pp |
| Employer contribution / active EE | $960 | $2,244-57.2% | $2,965-67.6% | $2,588-62.9% |
| Participant deferral / active EE | $2,631 | $4,215-37.6% | $4,851-45.8% | $4,289-38.7% |
| Admin fee / account holder | $3 | $2,707-99.9% | $8,252-100.0% | $1,587-99.8% |