Filed September 30, 1992 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $75,000 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $24,204 |
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 | $61,819 | $52,886+16.9% | $109,895-43.7% | $93,030-33.5% |
| Participation rate | 98.9% | 66.4%+32.5pp | 74.2%+24.7pp | 73.9%+25.0pp |
| Annual return | 13.93% | 16.89%-3.0pp | 29.45%-15.5pp | 158.70%-144.8pp |
| Employer contribution / active EE | $2,698 | $1,248+116.1% | $2,842-5.1% | $2,706-0.3% |
| Participant deferral / active EE | $3,284 | $2,815+16.7% | $4,048-18.9% | $4,562-28.0% |
| Admin fee / account holder | $60 | $91-33.6% | $6,066-99.0% | $152-60.3% |