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 Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $18,570 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $15,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,332 | $58,879+27.9% | $178,490-57.8% | $73,488+2.5% |
| Participation rate | 33.2% | 66.2%-33.0pp | 81.9%-48.7pp | 70.7%-37.5pp |
| Annual return | 12.33% | 24.86%-12.5pp | 151.07%-138.7pp | 28.51%-16.2pp |
| Employer contribution / active EE | $481 | $2,236-78.5% | $5,011-90.4% | $2,270-78.8% |
| Participant deferral / active EE | $1,192 | $2,567-53.6% | $5,202-77.1% | $3,740-68.1% |
| Admin fee / account holder | $296 | $400-26.1% | $13,984-97.9% | $513-42.3% |