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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 | Advisory (Participants) | $38,588 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Insurance mortality and expense charg... | $0 |
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 | $90,129 | $53,822+67.5% | $75,696+19.1% | $85,850+5.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 26.43% | 24.54%+1.9pp | 104.53%-78.1pp | 318.53%-292.1pp |
| Employer contribution / active EE | $3,449 | $2,017+71.0% | $2,743+25.8% | $2,565+34.5% |
| Participant deferral / active EE | $5,993 | $2,895+107.0% | $3,821+56.8% | $3,952+51.7% |
| Admin fee / account holder | $244 | $3,343-92.7% | $3,619-93.3% | $6,260-96.1% |