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 | $164,499 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. IS BILL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $149,953 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH & BROWN, PC Service code 27 · EIN 22-2027092 | Advisory (Plan) | $54,625 |
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 | $58,758 | $88,730-33.8% | $82,313-28.6% | $77,958-24.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 76.9%+23.1pp | 71.6%+28.4pp |
| Annual return | 16.67% | 20.88%-4.2pp | 25.88%-9.2pp | 20.87%-4.2pp |
| Employer contribution / active EE | $2,292 | $2,758-16.9% | $2,428-5.6% | $2,310-0.8% |
| Participant deferral / active EE | $5,012 | $4,634+8.2% | $3,706+35.3% | $3,537+41.7% |
| Admin fee / account holder | $247 | $74+233.5% | $5,608-95.6% | $97+153.4% |