Filed November 15, 1996
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 9-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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 | Advisory (Participants) | $27,417 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $21,782 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,671 | $45,073+65.7% | $69,455+7.5% | $72,985+2.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 6.57% | 22.65%-16.1pp | 28.97%-22.4pp | 81.00%-74.4pp |
| Employer contribution / active EE | $3,708 | $2,054+80.5% | $2,779+33.4% | $2,440+52.0% |
| Participant deferral / active EE | $5,807 | $2,602+123.2% | $3,535+64.2% | $3,607+61.0% |
| Admin fee / account holder | $213 | $3,056-93.0% | $3,839-94.4% | $5,124-95.8% |