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 INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 49 | Other Services | $12,795 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 49 | Other Services | $3,493 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,074 |
Filed as: FUTURE PLANNING ASSOCIATES Service code 49 · EIN 03-0271340 | Other Services | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 49 · EIN 51-0120742 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $103,642 | $50,464+105.4% | $75,781+36.8% | $52,331+98.1% |
| Participation rate | 98.5% | 66.8%+31.7pp | 75.8%+22.7pp | 68.1%+30.4pp |
| Annual return | -1.03% | 1.03%-2.1pp | 9.68%-10.7pp | 4.54%-5.6pp |
| Employer contribution / active EE | $2,413 | $1,988+21.4% | $3,323-27.4% | $1,882+28.2% |
| Participant deferral / active EE | $6,615 | $2,570+157.4% | $3,651+81.2% | $3,022+118.9% |
| Admin fee / account holder | $7 | $1,103-99.4% | $5,299-99.9% | $592-98.9% |