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 INC11+ years Service code 55 · EIN 13-2638166 | Other Commissions | $58,583 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $850 |
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 | $146,930 | $87,870+67.2% | $113,168+29.8% | $74,304+97.7% |
| Participation rate | 78.5% | 70.7%+7.8pp | 76.6%+2.0pp | 60.3%+18.2pp |
| Annual return | 13.46% | 26.44%-13.0pp | 24.27%-10.8pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,720 | $2,277-24.5% | $2,975-42.2% | $2,241-23.2% |
| Participant deferral / active EE | $2,871 | $4,241-32.3% | $5,107-43.8% | $3,767-23.8% |
| Admin fee / account holder | $6 | $3,368-99.8% | $12,068-100.0% | $2,969-99.8% |