Filed December 10, 1990
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 |
|---|---|---|
INDEPENDENT ACTUARIES, INC.10+ years Service code 11 · EIN 93-1132106 | Actuarial | $50,850 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $27,672 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $24,150 |
MATRIX TRUST COMPANY7 years Service code 21 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CA 80202 | Bank Trustee | $16,957 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $308,621-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 2.1%-2.1pp |
| Annual return | 4.88% | 6.37%-1.5pp | 8.06%-3.2pp | 7.65%-2.8pp |
| Employer contribution / active EE | $113,648 | $48,945+132.2% | $42,627+166.6% | $20,599+451.7% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $71-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,774-100.0% | $193-100.0% |