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: UBBS FINANCIAL SERVICES, INC Service code 10 · EIN 13-2638166 | Accounting | $15,334 |
Service code 37 · EIN 04-2647886 | Loan Processing | -$12,265 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,896 | $60,165+16.2% | $74,183-5.8% | $55,167+26.7% |
| Participation rate | 79.0% | 74.2%+4.9pp | 76.6%+2.4pp | 69.0%+10.0pp |
| Annual return | 602.15% | 10.00%+592.2pp | 17.74%+584.4pp | 169.23%+432.9pp |
| Employer contribution / active EE | $1,401 | $1,600-12.4% | $2,370-40.9% | $1,963-28.6% |
| Participant deferral / active EE | $4,339 | $2,973+46.0% | $3,550+22.2% | $3,054+42.1% |
| Admin fee / account holder | $158 | $419-62.3% | $5,586-97.2% | $504-68.6% |