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 INC10+ years Service code 55 · EIN 13-2638166 | Other Commissions | $53,333 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $950 |
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 | $122,377 | $79,171+54.6% | $102,423+19.5% | $74,495+64.3% |
| Participation rate | 83.7% | 74.8%+8.9pp | 76.5%+7.2pp | 67.2%+16.5pp |
| Annual return | 13.37% | 54.93%-41.6pp | 29.32%-16.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,572 | $2,362-33.4% | $3,023-48.0% | $2,623-40.1% |
| Participant deferral / active EE | $2,697 | $4,415-38.9% | $5,053-46.6% | $4,346-37.9% |
| Admin fee / account holder | $6 | $2,001-99.7% | $9,451-99.9% | $1,942-99.7% |