Filed January 11, 2023 (most recent of 2 filings on file)
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 INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $44,379 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,798 | $70,667-15.4% | $123,104-51.4% | $52,331+14.3% |
| Participation rate | 99.1% | 83.7%+15.4pp | 86.8%+12.3pp | 68.1%+31.0pp |
| Annual return | -1.34% | 6.23%-7.6pp | 13.22%-14.6pp | 4.54%-5.9pp |
| Employer contribution / active EE | $3,247 | $2,946+10.2% | $5,151-37.0% | $1,882+72.6% |
| Participant deferral / active EE | $1,973 | $4,493-56.1% | $6,230-68.3% | $3,022-34.7% |
| Admin fee / account holder | $41 | $506-91.8% | $9,015-99.5% | $592-93.0% |