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.2+ years Service code 11 · EIN 93-1132106 | Actuarial | $40,450 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $21,012 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $12,665 |
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 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 | $0 | $49,677-100.0% | $264,156-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 3.6%-3.6pp |
| Annual return | 4.17% | 4.43%-0.3pp | 4.74%-0.6pp | 11.88%-7.7pp |
| Employer contribution / active EE | $58,343 | $35,917+62.4% | $46,220+26.2% | $14,612+299.3% |
| Participant deferral / active EE | $0 | $1,335-100.0% | $248-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $12,050-100.0% | $637-100.0% |