Filed January 11, 2021
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $141,668 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $122,793 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH & BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $8,780 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,919 | $80,211-36.5% | $74,183-31.4% | $63,975-20.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 12.71% | 14.13%-1.4pp | 17.74%-5.0pp | 48.65%-35.9pp |
| Employer contribution / active EE | $1,957 | $2,553-23.4% | $2,370-17.4% | $2,182-10.3% |
| Participant deferral / active EE | $4,129 | $4,370-5.5% | $3,550+16.3% | $3,356+23.0% |
| Admin fee / account holder | $174 | $67+159.0% | $5,586-96.9% | $70+147.2% |