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 INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $30,742 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,875 |
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 | $58,586 | $52,639+11.3% | $185,117-68.4% | $62,292-5.9% |
| Participation rate | 94.1% | 63.9%+30.2pp | 77.3%+16.8pp | 69.5%+24.5pp |
| Annual return | 16.76% | 19.57%-2.8pp | 40.50%-23.7pp | 28.90%-12.1pp |
| Employer contribution / active EE | $3,221 | $1,483+117.2% | $4,182-23.0% | $2,042+57.7% |
| Participant deferral / active EE | $5,083 | $3,097+64.1% | $5,045+0.7% | $3,169+60.4% |
| Admin fee / account holder | $112 | $374-70.0% | $8,159-98.6% | $479-76.6% |