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 INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $44,551 |
Filed as: TOUCHSTONE RETIREMENT GROUP Service code 15 · EIN 45-3210377 6500 SHERIDAN DR SUITE 110 · AMHERST, NY 142214845 | Recordkeeping | $7,225 |
Participant contribution per participant 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 | $63,762 | $74,089-13.9% | $133,980-52.4% | $55,167+15.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 7.12% | 12.11%-5.0pp | 29.30%-22.2pp | 169.23%-162.1pp |
| Employer contribution / active EE | $3,294 | $3,064+7.5% | $5,211-36.8% | $1,963+67.8% |
| Participant deferral / active EE | $2,051 | $4,678-56.1% | $6,282-67.3% | $3,054-32.8% |
| Admin fee / account holder | $75 | $458-83.5% | $9,324-99.2% | $504-85.0% |