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 INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 | Investment Management | $45,989 |
PENCOR, INC.3+ years Service code 11 · EIN 59-3186581 P.O. BOX 19739 · JACKSONVILLE, FL 322459739 | Actuarial | $14,013 |
MARY-ELLEN LONG1 year Service code 16 · EIN 13-5674347 1495 NORTHSIDE DRIVE N.W. · ATLANTA, GA 30318 | Consulting | $7,500 |
KP LYNCH CPA PC3+ years Filed as: KP LYNCH, CPA, PC Service code 10 · EIN 20-2059984 4329 FOUR ROD ROAD · EAST AURORA, NY 14052 | Accounting | $6,185 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $365,710-100.0% | $298,592-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 61.5%-61.5pp | 44.5%-44.5pp | 46.4%-46.4pp |
| Annual return | 19.19% | 0.21%+19.0pp | -0.25%+19.4pp | -82.66%+101.9pp |
| Employer contribution / active EE | $0 | $43,613-100.0% | $39,776-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $0-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $23,879-100.0% | $18,607-100.0% | $11,204-100.0% |