Filed October 14, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,181 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $9,563 |
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 | $108,074 | $66,601+62.3% | $92,893+16.3% | $67,579+59.9% |
| Participation rate | 86.5% | 72.5%+14.0pp | 76.0%+10.5pp | 71.3%+15.3pp |
| Annual return | 27.45% | 92.58%-65.1pp | 109.41%-82.0pp | 378.56%-351.1pp |
| Employer contribution / active EE | $3,152 | $2,775+13.6% | $3,653-13.7% | $2,148+46.7% |
| Participant deferral / active EE | $9,092 | $3,157+188.0% | $4,236+114.6% | $3,539+156.9% |
| Admin fee / account holder | $101 | $199-49.4% | $5,794-98.3% | $142-29.3% |