See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 INC8+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $52,682 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,644 |
AAFCPAS, INC.1 year Service code 10 · EIN 04-2571780 | Accounting | $7,610 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,352 | $84,487+14.0% | $125,339-23.1% | $66,914+44.0% |
| Participation rate | 96.5% | 76.4%+20.1pp | 82.4%+14.2pp | 69.8%+26.7pp |
| Annual return | -16.64% | -8.39%-8.2pp | 572.05%-588.7pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,775 | $3,553-21.9% | $4,814-42.4% | $2,544+9.1% |
| Participant deferral / active EE | $11,064 | $6,781+63.2% | $7,446+48.6% | $4,237+161.1% |
| Admin fee / account holder | $307 | $685-55.1% | $10,010-96.9% | $593-48.2% |