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 INC4 years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 | Advisory (Participants) | $18,936 |
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 | $77,016 | $42,894+79.6% | $60,874+26.5% | $68,494+12.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | 1.90% | -13.98%+15.9pp | 16.90%-15.0pp | -7.84%+9.7pp |
| Employer contribution / active EE | $1,760 | $1,978-11.0% | $2,701-34.8% | $2,596-32.2% |
| Participant deferral / active EE | $2,991 | $2,867+4.3% | $3,817-21.6% | $4,027-25.7% |
| Admin fee / account holder | $165 | $3,101-94.7% | $3,224-94.9% | $5,403-96.9% |