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 INC4 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $50,000 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $39,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,089 | $130,141-42.3% | $86,677-13.4% | $77,904-3.6% |
| Participation rate | 66.2% | 85.9%-19.7pp | 76.6%-10.4pp | 73.7%-7.5pp |
| Annual return | -17.65% | -12.75%-4.9pp | 35.91%-53.6pp | 12.21%-29.9pp |
| Employer contribution / active EE | $4,252 | $3,220+32.1% | $2,836+49.9% | $2,848+49.3% |
| Participant deferral / active EE | $5,642 | $5,757-2.0% | $4,656+21.2% | $4,806+17.4% |
| Admin fee / account holder | $58 | $132-56.0% | $7,493-99.2% | $133-56.2% |