Filed March 8, 2016
Total covered: 7 employees
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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $62,500 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $22,009 |
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 | $93,556 | $176,491-47.0% | $95,952-2.5% | $90,288+3.6% |
| Participation rate | 60.2% | 86.6%-26.4pp | 77.1%-16.9pp | 73.4%-13.2pp |
| Annual return | 18.19% | 20.14%-2.0pp | 91.61%-73.4pp | 53.97%-35.8pp |
| Employer contribution / active EE | $3,070 | $2,789+10.1% | $2,541+20.8% | $2,524+21.6% |
| Participant deferral / active EE | $4,346 | $5,340-18.6% | $4,167+4.3% | $4,232+2.7% |
| Admin fee / account holder | $63 | $154-59.0% | $6,795-99.1% | $114-44.6% |