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 INC5 years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 | Advisory (Participants) | $40,220 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $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 | $87,786 | $46,553+88.6% | $64,056+37.0% | $75,163+16.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.08% | 26.03%-8.9pp | 33.69%-16.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $3,569 | $1,974+80.8% | $2,747+29.9% | $2,670+33.7% |
| Participant deferral / active EE | $6,613 | $2,837+133.1% | $3,880+70.4% | $4,125+60.3% |
| Admin fee / account holder | $241 | $2,952-91.8% | $3,068-92.2% | $5,651-95.7% |