See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $46,128 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,752 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3379729 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 56-2496727 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $349,909 | $85,766+308.0% | $136,294+156.7% | $70,131+398.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.31% | 31.45%-17.1pp | 5155.94%-5141.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $17,726 | $2,966+497.6% | $4,695+277.5% | $2,342+656.7% |
| Participant deferral / active EE | $12,630 | $5,051+150.0% | $6,247+102.2% | $3,332+279.1% |
| Admin fee / account holder | $199 | $5,420-96.3% | $9,243-97.8% | $4,645-95.7% |