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 INC3+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $153,606 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,087 |
Filed as: EVERGREEN SHIPPING AGENCY (AMERICA) Service code 99 ONE EVERTRUST PLAZA 15F HRD · JERSEY CITY, NJ 07302 | Other Fees | $6,700 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,606 |
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 | $243,755 | $44,059+453.2% | $71,671+240.1% | $69,631+250.1% |
| Participation rate | 93.9% | 60.8%+33.2pp | 68.7%+25.2pp | 70.7%+23.3pp |
| Annual return | 16.00% | 21.97%-6.0pp | 20.65%-4.7pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $3,851 | $1,305+195.2% | $2,460+56.6% | $2,032+89.5% |
| Participant deferral / active EE | $9,371 | $2,370+295.5% | $3,438+172.6% | $3,224+190.7% |
| Admin fee / account holder | $320 | $108+197.6% | $5,558-94.2% | $110+190.2% |