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 |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $165,956 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,781 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,988 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $199,845 | $39,458+406.5% | $60,547+230.1% | $55,191+262.1% |
| Participation rate | 97.0% | 59.6%+37.4pp | 68.0%+29.0pp | 69.2%+27.8pp |
| Annual return | 1.01% | 3.35%-2.3pp | 335.64%-334.6pp | 10.78%-9.8pp |
| Employer contribution / active EE | $4,154 | $1,210+243.3% | $2,419+71.7% | $1,899+118.8% |
| Participant deferral / active EE | $10,189 | $2,140+376.0% | $3,328+206.2% | $3,046+234.5% |
| Admin fee / account holder | $342 | $95+259.7% | $4,536-92.5% | $91+277.1% |