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 INC6+ years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $156,092 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $102,732 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,936 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $295,110 | $51,288+475.4% | $81,983+260.0% | $73,409+302.0% |
| Participation rate | 98.9% | 64.0%+34.9pp | 69.2%+29.6pp | 72.2%+26.7pp |
| Annual return | 14.05% | 29.48%-15.4pp | 41.31%-27.3pp | 59.29%-45.2pp |
| Employer contribution / active EE | $4,080 | $1,487+174.4% | $2,498+63.3% | $2,234+82.7% |
| Participant deferral / active EE | $9,548 | $2,715+251.6% | $3,722+156.5% | $3,805+150.9% |
| Admin fee / account holder | $500 | $125+299.4% | $5,664-91.2% | $158+217.0% |