Filed December 31, 1992
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 INC6+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $87,430 |
HOGANTAYLOR LLP3 years Filed as: HOGAN TAYLOR Service code 50 · EIN 73-1413977 | Direct Payment | $17,500 |
Service code 49 · EIN 04-1590850 | Other Services | $11,571 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $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 | $133,282 | $91,517+45.6% | $101,248+31.6% | $73,409+81.6% |
| Participation rate | 98.4% | 73.8%+24.6pp | 75.8%+22.6pp | 72.2%+26.2pp |
| Annual return | 19.64% | 17.17%+2.5pp | 46.47%-26.8pp | 59.29%-39.7pp |
| Employer contribution / active EE | $4,945 | $2,877+71.9% | $3,660+35.1% | $2,234+121.4% |
| Participant deferral / active EE | $6,278 | $3,338+88.1% | $4,370+43.7% | $3,805+65.0% |
| Admin fee / account holder | $217 | $216+0.5% | $5,945-96.4% | $158+37.4% |