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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,283 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,027 | $92,971-64.5% | $96,683-65.8% | $74,419-55.6% |
| Participation rate | 43.5% | 71.5%-28.0pp | 74.3%-30.8pp | 70.7%-27.2pp |
| Annual return | 27.68% | 37.49%-9.8pp | 35.69%-8.0pp | 34.38%-6.7pp |
| Employer contribution / active EE | $651 | $3,426-81.0% | $3,737-82.6% | $2,637-75.3% |
| Participant deferral / active EE | $2,042 | $3,970-48.6% | $4,878-58.1% | $4,528-54.9% |
| Admin fee / account holder | $85 | $633-86.6% | $6,730-98.7% | $348-75.6% |