Filed October 16, 2009
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 |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $53,851 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $328,890-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 41.1%-41.1pp | 2.1%-2.1pp |
| Annual return | 8.61% | 8.50%+0.1pp | 8.43%+0.2pp | 9.16%-0.6pp |
| Employer contribution / active EE | $6,941 | $15,334-54.7% | $29,249-76.3% | $19,955-65.2% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $10,081-100.0% | $200-100.0% |