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 9-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 INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 49 · EIN 51-0120742 PO BOX 766 · UNION CITY, NJ 07087 | Other Services | $9,361 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 711 HIGH SREET · DES MOINES, IA 50392 | Contract Administrator | $8,102 |
JOSEPH BARRY CO LLC5+ years Service code 26 · EIN 26-1449163 128 UNION STREET SUITE 507 · NEW BEDFORD, MA 02740 | Advisory (Participants) | $0 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES INC. 51-0120 Service code 49 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE SUITE 700 · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Filed as: WILSHIRE ASSOCIATES 95-2755361 Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $38,465 | $62,928-38.9% | $172,739-77.7% | $67,579-43.1% |
| Participation rate | 33.8% | 64.5%-30.7pp | 82.6%-48.8pp | 71.3%-37.5pp |
| Annual return | 27.81% | 30.36%-2.5pp | 802.84%-775.0pp | 378.56%-350.7pp |
| Employer contribution / active EE | $339 | $1,636-79.3% | $5,143-93.4% | $2,148-84.2% |
| Participant deferral / active EE | $959 | $2,145-55.3% | $5,198-81.5% | $3,539-72.9% |
| Admin fee / account holder | $179 | $167+7.3% | $13,954-98.7% | $142+25.7% |