Filed October 18, 2004
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 10-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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $54,544 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $40,958 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,924 | $79,519+5.5% | $95,952-12.5% | $73,409+14.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 11.25% | 19.20%-7.9pp | 91.61%-80.4pp | 59.29%-48.0pp |
| Employer contribution / active EE | $2,247 | $2,048+9.7% | $2,541-11.6% | $2,234+0.6% |
| Participant deferral / active EE | $5,212 | $4,138+26.0% | $4,167+25.1% | $3,805+37.0% |
| Admin fee / account holder | $172 | $184-6.5% | $6,795-97.5% | $158+9.2% |