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 INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $49,016 |
Filed as: TOUCHSTONE RETIREMENT GROUP Service code 15 · EIN 45-3210377 6500 SHERIDAN DR SUITE 110 · AMHERST, NY 142214845 | Recordkeeping | $8,188 |
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 | $77,130 | $89,739-14.1% | $149,718-48.5% | $62,292+23.8% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.41% | 21.01%-7.6pp | 1501.63%-1488.2pp | 28.90%-15.5pp |
| Employer contribution / active EE | $3,382 | $3,233+4.6% | $5,445-37.9% | $2,042+65.6% |
| Participant deferral / active EE | $2,458 | $4,797-48.8% | $6,569-62.6% | $3,169-22.4% |
| Admin fee / account holder | $67 | $551-87.9% | $11,283-99.4% | $479-86.0% |